Responsive and hard-working, Jamie helps clients identify their financial goals, develop an action plan designed to reach them, and consistently monitor their progress. His commitment to open and frequent communication plays a critical role in his planning process.

Joining Raymond James in 2015, Jamie brings more than 20 years of robust and varied financial industry experience and dedication to working with his clients. He started his financial career with a large trust company in St. Louis, Missouri, specializing in estate and trust taxes. After completing the Certified Public Accountant examination, he broadened his experience by working for a local public accounting firm.

Jamie then spent time with two of the largest brokerage firms. Joining the first as an estate planning associate, he was promoted to associate vice president and manager of financial and portfolio planning services prior to switching firms to become a financial advisor.

He then focused his attention on creating a turnkey charitable-giving website before joining a publicly traded national bank as a product manager. After developing its wealth management platform, Jamie was promoted to vice president and senior wealth management advisor responsible for managing the wealth management desk. He holds Series 7 and 66 licenses and the Accredited Wealth Management Advisor^℠ designation from The College for Financial Planning.

Originally from Granite City, Illinois, Jamie earned a bachelor’s degree from Southern Illinois University at Edwardsville. He currently lives in Kirkwood, Missouri, where he enjoys golfing, jogging with his dog, Wilson, and volunteering with local charities in his free time.