* The Forbes Best-in-State Wealth Advisors and the Forbes Top Women Wealth Advisors ranking algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
“At the heart of my work is the establishment of trusted relationships. I find fulfilment in guiding individuals through the various stages of their personal and financial journey, bringing clarity and order to their financial landscapes.”
As a professional with over 16 years of dedicated service at Wells Fargo Advisors, Jamie has had the privilege of assisting a diverse clientele. Our clients include multigenerational families, urban professionals, and business owners – all of whom rely on us to guide them through their financial life events and transitions. Our aim is to provide structured guidance that transforms dreams into actionable plans.
Jamie’s background encompasses a comprehensive range of expertise spanning client service, operations, practice management, marketing and insurance. With acute attention to detail and a genuine love of helping people, she is particularly drawn to assisting clients in navigating the complexities of various financial processes and services, such as account transitions, asset consolidations, client onboarding, and estate processing. Her goal is to ensure that our services and processes are as seamless as possible.
She is Series 7 and 66 registered, Insurance Licensed, and holds the Financial Paraplanner Qualified Professional™ designation through the College of Financial Planning. Her commitment to education and growth is ongoing, reflecting her dedication to providing the highest level of service to our clients.
Jamie grew up in Minnesota and is a University of St. Thomas graduate. She lives in Oak Grove with her husband, 2 children, and their golden retriever. She is actively engaged in all of her children’s pursuits and volunteers her time with Minnesota Junior B.A.S.S. Nation – a youth bass fishing organization that hosts competitive tournaments. Jamie loves to spend time outdoors engaging in activities such as kayaking, boating, fishing and exploring the Minocqua, Wisconsin area. She also finds joy in live music and cheering for the Green Bay Packers.
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