Finding the right financial advisor for you and your family with whom to build a long-term trusted relationship is a major life decision. As life and the markets change over time, you need a Financial Advisor that helps you know exactly where you stand – now, tomorrow, and in the years to come.
For more than two decades – and with extensive experience through major shifts in the markets I’ve dedicated my career in financial services to helping clients live the one life they have the best way they can, without undue financial sacrifice or overexposure to risk. I’m dedicated to delivering comprehensive wealth management services to individuals and families and have a personal vision to help each of his clients plan for a financial future in a way that best meets his or her goals so they can focus on the other important things in their lives.
I use a consultative process to identify where clients are now, where they want to go, and any gaps for getting there. I focus on five key client concerns: making informed decisions about their money, aiming to mitigate taxes, taking care of their heirs, preserving their assets, and working to magnify their charitable gifts. In addition, I can work with your tax and legal advisors to help get the most out of your plan. If you are looking for a Financial Advisor to work with I’d be happy to meet with you for what is called a Discovery Meeting. I’ll look at where you are and where you’d like to be and identify any gaps. I only work with a limited number of clients for whom I can have a significant impact, but if I’m not the right advisor for you, I’ll let you know. If I’m not, I will refer you to someone else. Would you like to schedule a Discovery Meeting?
Jamie maintains the Series 7, 10, 31, 63 and 65 registrations and is insurance licensed and holds a CERTIFIED FINANCIAL PLANNER™ professional designation.
Away from the office, Jamie and his wife, Nora, stay very active with their two children Matthew and daughter Alexandra.
Jamie also enjoys playing golf, fishing, and exercising to stay in shape.
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.