Jamie is the Founder and CEO of Crossroads Financial. His personal pursuit has always been to help clients find financial security and success. His 18-year retirement planning and 27-year career in tax planning make him the ideal advisor for people looking to combine the complex pieces of their financial landscape into a portfolio that gives them the peace of mind to retire with confidence & dignity. In 2018, Ramsey Solutions endorsed him as a "SmartVestor Pro" in their directory of financial professionals. This motivated Jamie to attend Financial Peace University, which led to him implementing the Baby Steps in his personal life.
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.
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.