Jamie comes to Corda with over 20 years of experience in the retail banking, insurance and financial services industry working with families in helping them achieve their financial goals. The majority of Jamie’s career was spent in a branch management role with a leading national brokerage firm matching clients with the resources and solutions to help them achieve success. He has a passion for financial planning and has earned the CFP® and RICP® designations in order to utilize his extensive financial services background to the benefit of his clients with a comprehensive approach to each unique situation. He believes in connecting on a personal and professional level and strives to create long lasting, meaningful relationships with his clients.
Jamie earned his BBA in Finance from the University of Texas at Arlington and in 2020 completed his Financial Planning Certificate from Florida State University as a pre-requisite to his CFP® designation.
Most weekends, you’ll find Jamie attending sporting events with his son Caleb and his wife Michelle, especially the University of Texas football games in the fall. He also enjoys running, golfing and spending time outdoors with friends and family.
