MEET YOUR TEAM

With nearly 30 years in the financial services industry, Jamie brings both experience and an unsurpassed amount of passion and enthusiasm to his role. Responsible for all day-to-day operations within SFA Partner’s.  His primary focus is to develop and execute strategies that will align resources to provide both platforms and tools that effectively support the business growth of our financial advisors. He believes strongly that SFA’s unique value proposition resonates with the independent advisor. That value proposition is:  being treated as truly independent, a culture of community and collaboration, a supportive and experienced compliance team, and a robust menu of well vetted investment solutions to meet various client needs.

Jamie joined SFA Partners in 2017 as Vice President of Business Development.  Prior to his joining SFA, Jamie spent 22 in various Sales/Distribution and Wholesaling roles within the industry.  Jamie is a graduate of the University of Connecticut School of Business. He holds his Series 24 and 7 as well as the CRPC® Designation from the College for Financial Planning.