The Resources to Manage Today’s Wealth and Plan for Tomorrow’s Future:
Jamie's practice helps busy entrepreneurs make informed decisions about money so they can spend more time focusing on growing their business while spending more time with family & friends.
By focusing on the clients values and goals he usees a thoughtful discovery process to gain an understanding of what is most important to his clients and then develops a plan to address their unique needs and goals, beyond simply investments. Since 1992 Jamie's experienced the privilege of serving clients as a Financial Advisor - throughout major shifts in the markets - enables him to develop and implement tailored strategies to help clients achieve their financial goals, including taking care of family and heirs, helping to mitigate taxes, protecting assets from unjustly being taken away, and helping magnify their charitable giving. He is passionate about serving his clients and useing the following guidelines:
1. To help make smarter decisions about money in today’s uncertain political, economics, and social environment
2. To provide objective and unbiased financial advice and guidance - with the highest level of integrity and professionalism.
3. To obtain an independent second opinion from a respected financial advisor in their community
Publications and Presentations:
Written and published articles on Employee Stock Ownership Plans in the Washington Technology Magazine;
Spoken at the National Center of Employee annual meeting;
Spoken at the Mid-Atlantic chapter meetings of The National association of ESOPs.
FINRA Registered Representative Series 7, 10, 31, 63 and 65
Maryland insurance licensed
CERTIFIED FINANCIAL PLANNER™ professional
Well Fargo Advisors and its affiliates do not provide legal of tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.