CFP®, CPA/PFS, MBA, CDFA®
Sr. Wealth Advisor, Director
Jamie began her career in financial services in 1999. She graduated from Cornell University with a Bachelor of Science and holds an MBA in Accounting from the University of Rochester, Simon School of Business. Jamie is a registered member of The National Association of Professional Financial Advisors (NAPFA), and President of the Rochester Chapter of the Financial Planning Association. Jamie is involved with numerous local community organizations.