Since 2011, Jamie has proven to be a key member of our team by providing strategic guidance for our clients and their families. His robust skill set of bringing research and analytical capabilities to the table plays a vital part in navigating the ever-changing environment of retirement, insurance and estate preservation.
Jamie has been mentored personally and professionally by his father, David. He graduated with a B.S in Business Administration from Messiah University in Mechanicsburg, Pennsylvania, where he was a member of the International Business Institute. Jamie has also achieved earning the prestigious Certified Financial Planner™ certification prior to his age thirty.
Jamie resides in Moorestown with his wife Kara and two sons Francis and Myers where they continue to invest in their community through ministry and service. He enjoys golfing, reading, Crossfit and traveling with his family.