With more than 22 years in the financial services industry, Jamie brings both experience and an unsurpassed amount of passion and enthusiasm to his role. Responsible for the overall recruiting activities of the firm, he is focused on bringing the “right” advisors to SFA. 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 products. Jamie works with existing relationships and industry contacts to build our referral network and increase our brand recognition.
Prior to joining SFA, Jamie spent the past 17 years as a wholesaler in the Southeast, working with both Allianz Life and Allmerica Financial. His most recent role was as Regional Vice President for Transamerica Capital. Jamie is a graduate of the University of Connecticut School of Business. He holds his Series 26 and 7 as well as the CRPC® Designation from the College for Financial Planning.