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 15-year history in retirement planning and 26-year career in tax planning make him the ideal advisor for individuals looking to combine the many complex facets of their financial landscape into a portfolio that allows them to retire with confidence.
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 AIM. Furthermore, Jamie has been an IRS Enrolled Agent since 2002 and has earned licenses in life, health, accident, and annuities insurance.
Volunteering plays a significant role in Jamie’s life. Not only does he advocate public education of important social insurance programs such as Social Security and Medicare, he also conducts a yearly presentation offering tools and tips to protect against identity theft. Jamie’s powerful desire to impart his financial knowledge to local families and small businesses led him to join the non-profit organization, SCORE. Through this group he hosts workshops which deliver advice on how to live a fiscally responsible life. Additionally, Jaime, 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.