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Senior Wealth Advisor
Servus Wealth Strategies
Jamie has worked in the financial services industry since 1995. He has a broad range of experience in retail banking and investments. And his current focus is investment, retirement and financial planning.
Jamie believes in sitting down with members and taking them through the planning process step by step. Understanding their goals allows him to offer expert advice and a tailored plan that can be updated as their needs change.
Building strong community ties is also important to Jamie. He provides expert advice to our members. His door is always open.
Meet the team
Investment Advisor Associate
Senior Wealth Associate