Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Jamie is a Principal in the Louisville office, where he partners with businesses to keep their retirement plan in compliance. Some of his key responsibilities include exploring plan designs to optimize companies’ retirement goals and providing plan participants with financial assistance.
Prior to joining Cerity Partners, Jamie spent 15 years with ARGI Financial Group as a Senior Financial Advisor. In this role, he oversaw the RPSS retirement platforms, which were built to provide financial advisors across the nation with a turnkey retirement plan solution that included advisor support, coaching on sales and marketing techniques, compliance oversight, and educational material for participant meetings.
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