A veteran in the Financial Services Industry, Jamie was a consistent top producer in sales and management with Hartford Financial Services. His experience as a business coach and teaching continuing education to advisors, CPA’s and attorneys has helped advisors retain clients, gather new assets and replicate ‘A’ clients. Jamie is a highly sought after speaker who has inspired and motivated audiences across the United States and Abroad discussing best practices for financial advisors and wealth management issues and solutions for clients. Prior to his success with the Hartford, Jamie was a recognized prosecuting attorney and then a city attorney in South Carolina.
With his focus on assisting financial advisors with business development, practice management, leadership and presentation skills, Jamie is a high energy individual who helps people strive to achieve their vision of their ideal future and to live with passion and purpose.
Jamie is a registered representative with FINRA and holds his life insurance license and series 6, 26, and 63 licenses. He also has a CERTIFIED FINANCIAL PLANNER™ designation. He is a member of the Florida Bar, South Carolina Bar and is a South Carolina Real Estate Broker in Charge. He attended Valdosta State University in GA and graduated with a Bachelor’s degree from the University of Florida. He also attended Thomas M. Cooley Law School in Lansing, Michigan where he earned a Juris Doctorate degree.
Jamie lives in Myrtle Beach, SC with his wife Sandra and their children Jake and Sidney where he spends most of his spare time with his family, exercising and coaching little league athletics.