With more than 11 years in the financial services industry, Jamie offers much experience in client services and operations. She is often referred to as the voice of Schwartz Mabry. She is dedicated to providing an outstanding client service experience, going above and beyond to help ensure that client needs are fully met.
Jamie prides herself in assisting clients help meet their financial goals and help manage their daily financial needs. She acts as a liaison between other Financial Institutions, CPAs and Attorneys to assist clients in monitoring their cash flow, assists with college tuition and handles their gifting wishes. She has extensive knowledge and experience working with high net worth clients and large estates. She also enjoys planning and implementing our many client educational seminars.
Jamie was previously a Senior Registered Client Service Associate with Schwartz Mabry Private Wealth Advisory at Wells Fargo Advisors and Morgan Stanley Smith Barney. Her career began with Schwartz Mabry at Smith Barney in 2007 where she obtained her Series 7 licensing.
Jamie Graduated from Colorado State University in 2006 with a BA in Speech Communication where she began her financial services experience with an internship at Smith Barney.
Jamie is a Colorado native growing up in Colorado Springs and she now resides in Castle Rock, CO. In her spare time, she enjoys reading, camping and spending time with her husband Adam and two children Aiden and Isabella.