Biography
A member of Accredited’s Wealth Management group, Jamie is responsible for developing and directing client planning strategies.
With 20 years of experience leading wealth management teams, Jamie creates personalized strategies by combining his technical wealth planning knowledge with the ability to understand what issues each client considers most important in their lives.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• University of Wisconsin at Oshkosh – BBA in Accounting
• Certified Financial Planner™
• Certified Public Accountant (Inactive)
How do you spend your life wisely?
Spending your life wisely, in my opinion, is all about sharing your time with family and friends. At the end of the day, it’s the people who are most important to me that will be the most lasting part of my life. Life is short, so we need to "invest" in our relationships to make a difference while we are here.
“Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it. ”
Ferris Bueller
