Jamie is a dedicated financial advisor with a deep commitment to fiduciary standards and delivering ethical, client-centered guidance. As a CERTIFIED FINANCIAL PLANNER™ she provides strategic, individualized financial advice that aligns seamlessly with each client’s unique goals, priorities, and values.
Since beginning her career in 2011, Jamie has held key roles at several respected firms throughout the Tampa Bay Area. Her broad and diverse experience equips her with a well-rounded perspective on investment strategy, comprehensive financial planning, and long-term goal setting.
Jamie creates a welcoming, collaborative environment where trust and transparency are at the core of every client relationship—empowering individuals and families to build lasting financial confidence.
She lives in St. Petersburg with her husband and their spirited tuxedo cat. Outside of work, Jamie enjoys traveling, discovering new cuisines, and immersing herself in music and global culture.