Jamie has more than 12 years of experience working in the financial services industry, but he has actually been immersed in the business his entire life. He exemplifies the true essence of a family business, joining his father, Jim, and brother, Jason, at the group in 2002.
As a senior investment management specialist, Jamie assists our team with building client relationships and managing client requests. He holds Series 7, 63, life and health insurance licenses and earned a bachelor’s degree in business management from SUNY Plattsburg. Jamie lives in Middletown with his wife, Cheryl, and children, Joshua, Jacob and Kayla.