Jamie’s reputation as a dedicated client advocate precedes her. Her commitment to partnering with financial professionals, knowledge of every facet of the secondary market, and diligent effort to exceed expectations are entirely unmatched. For those lucky enough to work with her, a more loyal partnership could not be found – unless of course, you are referring to her clever ability to one-up her brothers in every team costume contest.
As Executive Vice President, Jamie is the go-to resource for helping advanced planners and fiduciaries integrate the life settlement solution into their comprehensive planning process. She spends much of her time educating the financial services community at conferences, estate planning councils, and wealth management firms nationwide.
Jamie earned her bachelor’s and master’s degrees from the University of Florida, where she was a member of the Alpha Delta Pi sorority. She is a proud member of Women in Insurance and Financial Services. Jamie dedicates much of her time and energy to the Crohn’s and Colitis Foundation, where she serves on the board mentoring patients and families. She lives in Central Florida and enjoys spending time with family and friends, fishing, and traveling.
