JAMIE DANNA
CFP ® | SENIOR VICE PRESIDENT
About
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 believes that life is about balance, but that it’s hard to achieve in our fast-paced world. Jamie enjoys working with clients to guide and coach them to find this in their life through their finances. She is a proud veteran of the U.S. Army where she served 2 tours in Iraq as a Finance Officer. 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.
Contact Jamie
• Bachelor of Science in Business Administration with a concentration in Economics | Xavier University
• Master of Business Administration with a concentration in Finance and Accounting | Regis University
• Executive Certificate in Financial Planning | Duquesne University
• CERTIFIED FINANCIAL PLANNER™
• Graduate Certificate in Financial Psychology and Behavioral Finance | Creighton University
Jamie finds joy in the balance of life – for her that includes time for spirituality, spending time in nature being active, exercising, eating healthy, meditating, and spending time with loved ones. Jamie lives in Franklin Park where she has a large vegetable garden. Jamie is a proud veteran of the United States Army. She served two tours in Iraq and as a Captain in the Finance Corps.
Jamie loves to travel, to be outdoors and learn new things. She enjoys skiing, hiking, trail running, yoga, camping, paddleboarding, kayaking and learning new adventurous things.
Busy Working Professionals
• 35-50 married with young children
• Over $100k in household income
• We don’t have the time to pay attention to our finances, can you help us?
Retirement Redzone
• 50-65
• Over $150k in household income
• $1 – $3 million in investable assets
Retired Military / Retiring Military
• Retiring from the military with 20 – 30 years of Service
• Over $100k in household income
• $300k in investable assets
• Will Retire from Active Duty and seek other employment and need assistance with the transition.
• Jamie knows that retiring from the military comes with it’s own set of challenges and she is experienced in these challenges.
