Partner – The Grace Group
Jamie is a lifelong Jackson resident and has been a Financial Advisor in Jackson, Michigan since 1999. He received a BA in Economics & Management from Albion College in 1990.
Jamie was recognized as a Forbes “Best-In-State” Wealth Advisor again in 20231. This recognition displays our outstanding ‘client first’ philosophy The Grace Group strives to achieve2. Additionally, Jamie holds the Platinum Council distinction within Wells Fargo Advisors Financial Network3. From 2006-2009 and again from 2011-2015, Jamie served on the Financial Advisor Advisory Board, a 20 member panel from around the country, to work directly with management teams for A.G. Edwards/Wachovia and subsequently Wells Fargo Advisors.
Donating his time locally, with a passion for education, Jamie was elected to the Jackson Public School board of education in November 2014 and served a 6 year term ending in December of 2020. He has served on the Junior Achievement Board from 2001-2020 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 Ella Sharp Museum, 2001-2003.
With his wife, Lori, they have two amazing daughters. Emma, who graduated from James Madison College at Michigan State University and is now living in Chicago and Libby who is a senior attending The College of Creative Studies (CCS), Detroit, MI.
1The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.↩
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.↩
3The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure, may also be used to determine recipients.↩