"I looked around for financial planners for about a year. I run a small business and I wanted to find a financial planner that would look at my personal books and business books and just recommend a strategy we could implement piece by piece. Jamey was the only person I met with that gave me an action plan upon our second meeting and was ready to get started. Jamey now manages my insurance policies, retirement and some business stuff too and I couldn't be happier!"
- Christopher L.
"I have had Jamey as an advisor for almost two years now and I am so glad I met him. He is the first advisor I have had who looked over all my accounts thouroghly and delivered a comprehensive plan based on a my philosophies. I have seen much better performance on my investments and I am in a much more solid place financially with Jamey's help. On several occasions he has checked in and helped me make a few fantastic moves I would not have thought to make otherwise. He has also advised on several matters that took at least three or four hours of his time where he had no commission incentive. I can't reccomend Jamey enough; he is an advisor who knows his stuff and will look out for you"
