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