About Jamie
Jamie assists clients in reviewing estate plans, planning to help reduce taxes paid over one’s lifetime, and analyzing insurance needs. She specializes in guiding women through life's challenging transitions, such as divorce, retirement, and the loss of a loved one.
Based in Omaha, Jamie extends her financial guidance to clients in Colorado Springs and nationwide. Her empathetic nature and professional knowledge allow her to provide the support needed for clients to work toward financial security and success. With a compassionate approach, her goal is to help individuals regain financial confidence.
Family values are at the core of Jamie’s practice, and she understands the significance of aligning an individual’s financial strategies with their family's dreams and aspirations.
Beyond her professional achievements, Jamie finds immense joy in her roles as a wife and a loving mother to three wonderful children. She also likes to immerse herself in her cherished passions: delving into the latest novels and perfecting her golf game. Additionally, Jamie is deeply committed to her community and volunteers with the local Foster Care Review Board. She unwinds with family time at the lake, allowing her to embrace moments of joy and connection.
Education and Professional Milestones
- Bellevue University – bachelor’s and master’s degrees
- Has spent more than 15 years in the financial services industry.
Jamie assists clients in reviewing estate plans, planning to help reduce taxes paid over one’s lifetime, and analyzing insurance needs. She specializes in guiding women through life's challenging transitions, such as divorce, retirement, and the loss of a loved one.
Based in Omaha, Jamie extends her financial guidance to clients in Colorado Springs and nationwide. Her empathetic nature and professional knowledge allow her to provide the support needed for clients to work toward financial security and success. With a compassionate approach, her goal is to help individuals regain financial confidence.
Family values are at the core of Jamie’s practice, and she understands the significance of aligning an individual’s financial strategies with their family's dreams and aspirations.
Beyond her professional achievements, Jamie finds immense joy in her roles as a wife and a loving mother to three wonderful children. She also likes to immerse herself in her cherished passions: delving into the latest novels and perfecting her golf game. Additionally, Jamie is deeply committed to her community and volunteers with the local Foster Care Review Board. She unwinds with family time at the lake, allowing her to embrace moments of joy and connection.
Education and Professional Milestones
- Bellevue University – bachelor’s and master’s degrees
- Has spent more than 15 years in the financial services industry.