Jamie Cochran, CFP®
Jamie joined Summit Wealth group recently after working as a financial advisor at a regional firm over the last decade. His career in the logistics field prior to joining the financial world opened up the opportunity for him to teach and train others. After graduate school, Jamie took this skill and applied it to guiding his clients through their own personal financial plans. Jamie and his team can clarify your options and help you make sound decisions, whether you’re retiring, running a business, or just getting started. Jamie also works with many medical professionals and regularly lectures at the Southern College of Optometry and University of Tennessee Health Science Center.
Jamie is a CERTIFIED FINANCIAL PLANNER™ professional and holds his FINRA Series 7 and 66 securities licenses in addition to licenses in life, health and long term care insurance.
Outside of his professional life, going to the lake with his family or taking a bike ride out to Shelby Farms on the Greenline is how Jamie likes to spend his time. Valentina, Jamie's lovely wife, manages to be an owner of an architecture firm while juggling her husband and daughter's schedules. He is also the assistant to the assistant coach for his daughter’s soccer team.