On a mission for you
Since 2002, I have dedicated my practice to educating and assisting individuals in all stages of their financial planning journeys. I understand the complexity and importance of financial decisions, and for this reason I take a holistic planning approach.
This approach focuses on….
• Wealth Accumulation Management and Transfer Objectives
• Income and Distribution Planning for your retirement
• Life Insurance, Long-Term Care and Protection Strategies
In addition to servicing my clients, I enjoy spending time with my family, boating, skiing and fishing on lake Erie. Rock climbing also serves as a passion for me. I enjoy climbing because it provides growth, connection and meaningful play. I have climbed in the Red River Gorge, the New River and the Shawangunk Ridge.
Education
Jamie graduated from Fordham University in 1995 with a BS in Business Management. After graduation, he taught at St. John’s Jesuit High School for four years.
Registrations
Securities Registered in IL, IN, MA, MI, OH, WV, FL, GA, KY
Securities Registration Series 7, 63, 66
Securities Designations
Life and Health License
Personal
Jamie and his family live in Sylvania, Ohio. He enjoys spending time with his family, boating, skiing, and fishing on Lake Erie. Rock climbing also serves as a huge passion for Jamie. He has climbed in the Red River Gorge, the New River, and the Shawangunk Ridge.
