"Providing straightforward advice and a steady process people can understand and rely on.”
Personal Moments
Hi, I’m Jamie — an investment advisor, husband, dad, and lifelong animal lover. I believe in doing work that makes a real difference for real people, and in building a life that reflects what matters most: family, trust, and clarity.
I work alongside my father in our family business, helping people feel confident about their financial future. My approach to investing is rooted in simple, time-tested principles and a clear, repeatable process — no hype, no guesswork. Just advice you can understand and rely on.
At home, I’m a proud girl dad. Raising my daughter is one of the most rewarding parts of my life, and it shapes how I see the world — with patience, purpose, and a long-term view. Whether I’m planning a portfolio or planning a weekend adventure with my family, I try to lead with care and intention.
Outside of work, I support a local nonprofit that helps care for and find homes for animals in need. And when I can, I play disc golf with friends — always with “step one: have fun” in mind.
If you’re looking for someone who values relationships, communicates clearly, and brings a down-to-earth approach to investing, I’d be honored to connect.
Licenses and Certifications:
- FINRA series 65. CRD Number: 7069833
Check the background of this investment professional on FINRA’s BrokerCheck. - Licensed Insurance Producer, National Producer Number (NPN): 18675837
Licensed In: SC, Lines of Authority: Life
Verify on the official NIPR website
Community Involvement:
- Jamie is a Board Member of Partners in Animal Care
Other Team Members
We’re a small team by design, focused on delivering clear, personal guidance and building relationships that last.
Chip
Sheryl
Every Plan Begins With a Conversation.
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