Senior Client Associate
As a Senior Client Associate, Jamie enjoys working with each client to develop a long-term relationship of trust with Solidarity Wealth. She strives to provide above and beyond service, leaning into her 23+ years of experience in the financial industry.
Prior to joining the team at Solidarity, Jamie was a Director of Client Service and then a Senior Client Relationship Associate at The Insight Group, later acquired by EP Wealth Advisors, serving on their team for over 20 years. As a self-proclaimed organizer, Jamie finds that her organizational skills allow her to be creative and efficient, providing more time to develop relationships of value. Jamie holds her Series 65 Investment Advisor Representative license and a Utah Life and Health Insurance license.
In her free time, Jamie lives life to the fullest – whether that’s through chasing waterfalls, hiking gorges and visiting historic sites with her husband, or creating memories with her children, grandchildren and two miniature yorkies.