Jamie serves as a Financial Advisor at Winner’s Circle Wealth Management of LPL Financial. She attended the University of Kentucky receiving her degree in Economics. After College she moved to Chicago where she engaged in sales with small business owners. When the time was right, Jamie moved back to Lexington to take a job in banking that she felt would give her a foundation to one day work with her father. She obtained her series 6 and 63 registrations and assumed multiple roles in the banking sector.
In May of 2013 Joe and Jamie decided the time was right to create a partnership. Jamie then obtained her series 7 and 66 registrations currently held with LPL Financial. After working together for 10+ years now and with heavy consideration of the ever-changing environment of the industry, they decided to establish Winner’s Circle Wealth Management of LPL Financial. Joe and Jamie could not be happier with their decision as they have successfully been able to provide their clients with additional resources and add their own personal touch to helping and individualizing clients with their needs and life events.
Jamie enjoys working with every type of client. After 10 years she remains constant that her biggest gain from her profession is watching and being a part of building and managing one’s livelihood. While Joe continues to enjoy the everyday interaction with clients this is what separates their practice from others. Joe and Jamie strive to make themselves readily available to clients no matter the circumstance.
Jamie is a supporter of Kentucky Easter Seals and enjoys being involved in the community. Outside of the office Jamie and her family enjoy traveling, skiing, cooking and running with their golden retriever, Barron.