Jamie grew up in a family that always seemed to have money challenges. That led him to a career in finance, as he wanted to learn and understand how to better support him and his family.

Jamie began his career in 2006 with Morgan Stanley, and in 2011 joined Fidelity Investments. He was responsible for overseeing $1 billion in assets for 450 families and businesses.

Today, he primarily focuses on mid-career professionals, working to maximize their wealth, so they can do what they love with zero financial stress.

Jamie is also a Certified Divorce Financial Analyst® and founded Allegiant Divorce Solutions in 2023 to help others better prepare for, navigate, and recover financially from divorce.

Jamie had promised himself early on that he would do whatever was required to ensure that his clients never felt the same financial struggles he did. He really loves helping clients make important financial decisions and making the puzzle pieces ‘fit’ for them.

Outside of work, Jamie and his wife, Dawn, spend a lot of time in their Jeep, driving the country backroads in inland San Diego, working around their farm (which currently has sheep, goats, chickens, pigs, ducks, and rabbits!) and trying to keep up with their 5 (yes, 5!) kids.