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, Registered Securities Principal Series 24, and 66 securities license. He also holds licenses for life, health, and long-term care insurance.
Outside of Summit, Jamie serves on the Board of Directors for the Tennessee State Parks Conservancy. He is an outdoor enthusiast, often spending his time at the lake with his family or taking a bike ride out to Shelby Farms on the Greenline. Valentina, Jamie's lovely wife, manages to be an owner of an architecture firm while juggling her husband and daughter's schedules. Jamie is also the assistant to the assistant coach for his daughter’s soccer team.
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