About Jamie
With Jamie as your wealth advisor, you can expect personalized financial solutions tailored to your unique circumstances. Jamie assists clients in reviewing estate plans, planning to help reduce taxes paid over one’s lifetime, and analyzing insurance needs, all to complement the evidence-driven investment strategies designed to meet their financial goals. She specializes in guiding women through life's challenging transitions, such as divorce, retirement and the loss of a loved one.
Based in Omaha, Jamie extends her financial guidance to clients in Colorado Springs and nationwide. Her empathetic nature and professional knowledge allow her to provide the support needed for clients to work toward financial security and success. With a compassionate approach, her goal is to help individuals regain financial confidence.
Jamie is a CERTIFIED FINANCIAL PLANNER™️ and has spent over 15 years in the financial services industry. She holds a bachelor’s and master’s degree from Bellevue University. Beyond her professional achievements, Jamie finds immense joy in her roles as a wife and a loving mother to three wonderful children. Family values are at the core of her practice, and she understands the significance of aligning an individual’s financial strategies with their family's dreams and aspirations.
When Jamie isn't assisting clients, she immerses herself in her cherished passions. A book enthusiast, she loves delving into the latest novels, and she strives to perfect her golf game, relishing the challenge of every swing. Additionally, Jamie is deeply committed to her community and volunteers with the local Foster Care Review Board, where she works to support and uplift vulnerable children and families. She unwinds with family time at the lake, allowing her to embrace moments of joy and connection.
With Jamie as your wealth advisor, you can expect personalized financial solutions tailored to your unique circumstances. Jamie assists clients in reviewing estate plans, planning to help reduce taxes paid over one’s lifetime, and analyzing insurance needs, all to complement the evidence-driven investment strategies designed to meet their financial goals. She specializes in guiding women through life's challenging transitions, such as divorce, retirement and the loss of a loved one.
Based in Omaha, Jamie extends her financial guidance to clients in Colorado Springs and nationwide. Her empathetic nature and professional knowledge allow her to provide the support needed for clients to work toward financial security and success. With a compassionate approach, her goal is to help individuals regain financial confidence.
Jamie is a CERTIFIED FINANCIAL PLANNER™️ and has spent over 15 years in the financial services industry. She holds a bachelor’s and master’s degree from Bellevue University. Beyond her professional achievements, Jamie finds immense joy in her roles as a wife and a loving mother to three wonderful children. Family values are at the core of her practice, and she understands the significance of aligning an individual’s financial strategies with their family's dreams and aspirations.
When Jamie isn't assisting clients, she immerses herself in her cherished passions. A book enthusiast, she loves delving into the latest novels, and she strives to perfect her golf game, relishing the challenge of every swing. Additionally, Jamie is deeply committed to her community and volunteers with the local Foster Care Review Board, where she works to support and uplift vulnerable children and families. She unwinds with family time at the lake, allowing her to embrace moments of joy and connection.