Jamie’s extensive experience spans 20 years in the financial services industry, with his most recent advising role for a large regional bank as a licensed financial advisor. Possessing a Bachelor’s of Science in Finance from Indiana University of Pennsylvania, Jamie specializes in long-range planning that can include retirement income solutions, estate strategies, and capital creation through diversified investment and insurance products. Jamie is also a proud father and recognizes the importance of work/life balance. Consequently, he makes every attempt to build realistic goals for his clients that will not impair the reason they work so hard in the first place – their family. Let his strategies help you realize all of your goals.
Financial Advisor, Vice President
Insurance Agent, Vice President
Christian also has over 20 years of financial services experience, including running the operation for a large nationwide mortgage lender. Holding his Doctorate in Finance, Christian uses his skills teaching clients about risk so that they can choose their appropriate insurance solutions, while simultaneously guiding them as it relates to debts, estate preservation, and taxes. The father of two, he understands how difficult it can be for a family to make ends meet, let alone save for all of life’s obstacles. Let his creative solutions make you realize that your goals are within reach.