CFP ® | SENIOR VICE PRESIDENT
Jamie has a passion for working with clients to help them ﬁnd balance between their life goals and values and how they use their ﬁnances to achieve these. She has been in the industry for over 12 years with Waddell & Reed and Beratung Advisors. She is a proud veteran of the U.S. Army where she served 2 tours in Iraq. She travelled and lived around the world with the Army and is thrilled to be back in her hometown of Pittsburgh, PA with her family.
• BSBA Xavier University – Major in Economics
• MBA Regis University – Concentration in Finance & Accounting
• Certiﬁed Financial Planner Designation and Masters Certiﬁcate –Duquesne University
• Currently Enrolled Behavioral Finance and Financial Psychology Masters Certiﬁcate Program – Creighton University