Jamie joined Young Global Wealth Strategies in November 2021 as the Client Services Manager. With 10 years’ experience in high-level executive support roles, Jamie has a varied background including user experience & website design, client billing, accounts payable & receivable and financial planning consultation.
Jamie received her BFA from the University of South Dakota where she was an NCAA Division II All American. She also has an MFA from Colorado State University. Jamie placed 14th at the Olympic Trials in 2016 in pole vaulting and she is still competing in master’s track and field.
Jamie entered the financial industry in 2018 and attained her Accredited Asset Management Specialist® certification from the College of Financial Planning in 2019. She prides herself in her ability to provide support for financial advisors and clients including processing service requests, assisting with financial planning and managing the team’s calendar.
3601 Arapahoe Ave., Unit D179
Boulder, CO 80303
Map & Directions
Phone: 303.443.3406
Fax: 805.830.1122
3601 Arapahoe Ave., Unit D179
Boulder, CO 80303
Map & Directions
Phone: 303.443.3406
Fax: 805.830.1122
Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Young Global Wealth Strategies Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services.
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