Jamie is the Founder and CEO of Crossroads Financial. His personal pursuit has always been to help clients find financial independence and success. His 19-year retirement planning and 28-year career in tax planning make him a qualified advisor for people looking to combine the complex pieces of their financial landscape into a portfolio that can provide them the confidence to retire with dignity.
Volunteering plays a significant role in Jamie's life. His desire to impart his financial knowledge to local families and small businesses led him to become a part of the non-profit organization, SCORE. Through this group he mentors individual entrepreneurs, and helps them navigate through all stages of their businesses. Additionally, Jamie, a former member of the U.S. Coast Guard, is active in advising other veterans on how to get the most out of their benefits. When not at work you can find Jamie spending time with his grown children and traveling with his wife Dianna and their dog Rosie.
He is a registered representative with LPL Financial and holds the Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Exam) with LPL Financial and holds Series 65 (Uniform Investment Adviser Law Exam) registration with Private Advisor Group. Furthermore, Jamie has been an IRS Enrolled Agent since 2002 and has earned licenses in life, health, accident, and annuities insurance.