About Jamie
I joined the team in 2014 and serve to uphold the day-to-day administration of the firm as well as focus on process and workflow improvements. I serve as a member of the investment committee. I also manage investment operations and oversee client performance reporting and billing. I work with Jeff to foster business development efforts, manage strategic initiatives, and enhance the firm’s technology capabilities.
I believe delivering clarity and confidence is vital when assisting clients with their financial plans and goals, no matter what the timeline. With more than a decade of experience in wealth management and a passion for delivering holistic, fee-only wealth management services, I work hard to serve our clients.
When I’m not strategizing for our firm, I enjoy playing tennis, rooting for GT Jackets and Clemson Tigers, and staying busy with my two children and their many extracurricular activities.
Connect with Jamie on LinkedIn
- Bachelor’s degree in management from the Georgia Institute of Technology
- Master’s degree in business administration with a finance focus from Georgia State University
Adviser Q&A
Jamie joined in 2014 and focuses on day-to-day administration, process improvements, and manages investment operations. As a member of the investment committee, Jamie also oversees client performance reporting and billing.
Jamie believes in providing clarity and confidence to clients in achieving their financial goals. With over a decade of experience in fee-only wealth management, Jamie is dedicated to delivering holistic services tailored to each client’s needs.
Outside of work, Jamie enjoys playing tennis and supporting GT Jackets and Clemson Tigers. With two children engaged in various activities, Jamie finds fulfillment in balancing family life with professional commitments at TandemGrowth.
FUN FACT!
Jamie, a key member since 2014, not only excels in enhancing firm operations and business development but also finds joy in tennis and passionately supports both the GT Jackets and Clemson Tigers. Balancing a dynamic career with parenting, Jamie thrives on managing both strategic initiatives and family activities with equal enthusiasm.
