Jamie’s primary role is meeting with clients and developing comprehensive financial plans tailored to each client's specific needs. Jamie’s responsibilities also include investment research, portfolio analysis, and the coordination and implementation of solutions.
Jamie’s philosophy has always been to help clients gain a clear vision of their financial goals, and to assist them in creating a customized financial plan to meet those goals. A commitment to providing clients with unbiased guidance and an emphasis on client satisfaction attracted Jamie to join Rivertan Financial Group.
Prior to joining Rivertan Financial Group, Jamie was part of the investment operations team at an independent wealth management firm where he was also a member of the Investment Committee.
A graduate of the University of Michigan, Jamie now lives in Long Valley, New Jersey, and is an avid Michigan Wolverines and New York Yankees fan. He enjoys traveling, reading, and spending time with friends and family.