Jami started in the industry in 2005 as a Financial Advisor. She has worn many hats over the years from Advisor to Manager and Advisor again, but she found that working one-on-one with clients is her true calling. As a daughter of a business owner, she is dedicated to helping business owners with savvy tax strategies and exit planning strategies. She is a Retirement Income Certified Professional® and Certified Retirement Counselor®.
Outside of work, Jami’s hobbies include yoga, traveling, and tasting amazing food and wine. Giving back to others and teaching her two daughters to do the same will continue to be her life’s passion.