Jamie joined Davis Advisory group in 2006. Growing up, she recognized that money is a powerful thing. It affects relationships as well as behavior. When Jamie began working with Pam and Chris, she knew her passion of serving others had found a home. Her service began as an administrative assistant providing support to their growing business. When the opportunity was presented, she moved to insurance sales providing clients help with their insurance needs.
After completing her series 6 and 63 testing in 2016, she was promoted to helping clients with portfolio design and management.
Her focus is to help clients develop a healthy connection to their money and articulate their goals into an achievable plan. Insurance needs and analysis is one of her specialties as well as being able to solve problems sensibly and realistically.
Jamie’s Interests include spending time with her children Jordan and Jaden, traveling, camping and boating. She is also enjoys kettlebell training, cycling and yoga.