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Team

Meet The Team

With a total of 15 years in the securities industry and 26 years in the tax industry, the Crossroads Financial team is comprised of accomplished individuals with a wealth of experience. The secret to our cohesion, however, is the special consideration we place on forming lasting relationships with our clients.

We have the immense privilege of getting to know you and your family through our personalized planning process. Now, we invite you to learn more about who we are, giving you a glimpse into the integrity we possess both inside and outside of the firm

 

As the founder and CEO of Crossroads Financial, Jamie’s personal pursuit has always been to help his clients find financial security and success. His 16-year history in retirement planning and 26-year career in tax planning make...

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