Partner – The Grace Group
Jamie is a lifelong Jackson resident and has been a Financial Advisor in the Jackson, Michigan branch since 1999. He received a BA in Economics & Management from Albion College, 1990.
In 2019, Jamie was named for the second year in a row to the Financial Times 400, a ranking of the Top 400 Financial Advisors in the country1. This is recognition of the outstanding ‘client first’ philosophy The Grace Group2 strives to achieve. As a Premier Advisor member, he has served on the Financial Advisor Advisory Board, a 20 member panel from around the country to work directly with management for A.G. Edwards/Wachovia and subsequently Wells Fargo Advisors. These terms were 2006-2009, and served again from 2011-2015.
Donating his time locally, with a passion for education, Jamie was elected to the Jackson Public School board of education in November of 2014 and will serve a 6 year term. He also currently serves on the Junior Achievement Board. He has served on the JA board since 2001, and served as Chair of Junior Achievement 2011-2013. Jamie also finished a 3 year term as a director of the Country Club of Jackson, 2013-2015. Additionally he has served as a Trustee of First United Methodist Church from 2000-2009 and is a past Board Member of the Ella Sharp Museum, 2001-2003.
With his wife, Lori, they have two amazing daughters, Emma, who is entering James Madison College at Michigan State University, and Libby, who is a sophomore at Jackson High School.
1The Financial Times Top 400 Advisors rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components. The Premier Advisor designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.
2Investment Products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. The Grace Group of Meridian Wealth Management of Michigan is a separate entity from WFAFN.