FULL BIOGRAPHY
Jamie has been helping families in the financial services realm since 2013 and in 2024, he became an Investment Adviser Representative. He is passionate about assisting his clients in all aspects of retirement planning, such as state pension, Social Security, voluntary retirement accounts and life insurance. He takes pride in patiently educating his clients in the world of retirement planning.
His goal is to explain retirement planning strategies in a clear, easy-to-understand way so that his clients can make well-educated decisions for their future. Jamie resides in Adams County, Pennsylvania, with his wife, Kristin, and their five boys.