Jamie is currently enrolled in the CFP® program, and is a financial consultant for Financial Strategies Advisory.
He holds his Bachelor’s degree in Economics from Villanova University. In addition, he holds his Securities 7, 63, and 65 registrations as well as a life and health insurance license.
Prior to the start of his independent financial planning career, Jamie served as an Investment Consultant with Brinker Capital where he was responsible for assisting financial advisors in the onboarding of new clients and consulting on appropriate asset allocation models. Jamie brings over 13 years of investment and client relationship management experience.
Jamie was born and raised in Mount Airy in the Northwest section of Philadelphia and is the 6th of 7 boys. He is now happily married to his wife Jen. Together they reside in Wyndmoor, PA and are the proud parents of Ellie, Jake, and Holly. Jamie has enjoyed coaching them on the soccer fields and was also a past board member of the Springfield Aquatic Club. In his time away from the practice, you might find him playing in a men’s league ice hockey game, playing a casual round of golf, running, watching movies and sometimes reading, but most importantly spending time with his family.
Lincoln (David Herbert Donald), Origin (Dan Brown), The Go Giver (Bob Burg & John David Mann), Wooden on Leadership (Steve Jamison & John Wooden), The Alchemist (Paulo Coelho)
McNallys (Chestnut Hill), Pepperoncini (Conshohocken), Devon Seafood Grill (Rittenhouse Square); Harry’s Blue Bell Taproom (Blue Bell)
Why I Love This Area
The access to both city and suburbs. Fairmount Park is in our backyard where you can walk, run, hike, and bike wooded trails and travel only a few miles to the heart of the city. In Springfield Township we have great parks, strong local businesses, a highly regarded public school system and excellent private schools as well.
The easy proximity to the New Jersey beach points, the Pocono Mountains, Washington D.C., and New York City.
I also love our 4 professional sports teams (Eagles, Flyers, Phillies, Sixers)!