Jamie combines his methodical, problem-solving abilities with a people-loving nature in his role as a Financial Planner at Brio. Earning both the CERTIFIED FINANCIAL PLANNER™ certification and a master's degree in financial planning, Jamie exhibits a high level of technical skill and drive to lead clients to financial success in all areas of the financial planning spectrum. He is now leveraging his technical acumen by taking the lead at the firm as the tax planning specialist.
A U.S. Navy veteran with six years of service, Jamie had the opportunity to be stationed in Pearl Harbor and Italy. He quickly climbed the ranks to Petty Officer First Class (E-6), leading his ships' Combat Systems departments in multiple roles, such as Combat Systems Officer of the Watch, Duty Combat Systems and Leading Petty Officer.
After the Navy, Jamie's professional journey led him to work as a pension benefit analyst and an actuarial analyst at firms in Minnesota. These experiences highlighted his desire for a more client-facing career. Fortunately, Brio has provided the ideal environment for Jamie to pursue his aspirations.
EDUCATION & ACCREDITATIONS
- B.S., Economics, University of Minnesota Twin Cities
- M.S., Financial Planning, Golden Gate University
- CERTIFIED FINANCIAL PLANNER™ certification
- Series 65 Uniform Investment Adviser Law Exam – FINRA
- Passed the P, FM and IFM actuarial exams
COMMUNITY INVOLVEMENT
- Member of Financial Planning Association, San Diego Chapter
LIFE PASSIONS
After a few years in the Bay area, Jamie moved south to warm and sunny San Diego with his girlfriend Julia and their two cats. They love to travel, but deciding whether to go somewhere new or back to Italy is always a challenge. Jamie is very active, playing golf, tennis, volleyball and the now-trendy pickleball.