Meet Jamie

Jamie is a detail-oriented and enthusiastic Client Service Associate/Paraplanner at Valorem Financial. Her expertise lies in providing exceptional customer service while collaborating with Valorem’s team of advisors to deliver personalized financial plans. Jamie is dedicated to helping families achieve their financial goals through various strategies and financial planning solutions. Jamie holds licenses for life insurance and variable annuities.

Jamie completed her education at Florida Gulf Coast University in her hometown of Fort Myers, FL, with a Bachelor of Science in Finance and a concentration in Financial Planning. Before joining the Valorem team, Jamie spent two years in an Advisor Development program at Carson Group in Omaha, NE.

Outside of work, Jamie enjoys engaging in creative projects and honing her crafting skills. Sewing, in particular, allows her to create something tangible that she can feel proud of. She also loves spending time with her cat, Slate.