Jameson "Jamie" is an Investment Advisor Representative (IAR) and AIF® and has been in the investment management and financial planning business for over 25 years. He graduated from James Madison University with a BS in Public Policy and Administration and Political Science. Jamie aspired to enter law school and follow in the footsteps of his Father as an International Trade Attorney. That was Jamie's dream after his Dad passed away when he was 7. However, he realized that without sound financial planning and risk management in place his Mother, who never remarried, would never have been able to rear two sons and put them through college on the salary of a teacher/guidance counselor. After graduation, Jamie landed at the investment firm of Dean Witter Reynolds to gain work experience prior to applying for law school. After two years of intensive work experience and exams, Jamie was sent to train at the firm's headquarters in New York City. It was this experience that made Jamie realize his true calling of helping people provide for a secure financial future for their family. His goal, along with the team, is to provide sound, holistic financial planning and investment management to make sure every client, their spouse, and beneficiaries can successfully achieve their financial goals regardless of the risks that may lie in their future.
Jamie lives with his wife Inna, son Zachary, daughter Alexis, and two dogs, Yuki and Coco in Virginia Beach, VA. Jamie spends the workweek in Alexandria, VA. When not working Jamie and his family spend their free time boating, at the beach, at their vacation home in the Blue Ridge Mountains, and of course the numerous sports activities of the kids.