Jamie has specialized in Lifetime Growth and Protection planning for families and business owners since 1995. His proficient use of The Living Balance Sheet® gives his clients a simple and expertly designed tool to ensure they are addressing all the key factors needed to obtain personal and business financial success. He works together with a specialized team of professionals to ensure his clients are well advised.
Jamie lives in Hillsborough, NJ, is married to Tiffany with whom he has three children. Jamie is very active in his community as a member of Hillsborough Rotary, Executive Board Member Hillsborough Youth Sports Inc and Trustee of 200 club of Somerset County.
Series 62, 63, 65, Life, Disability and Health insurance licensed, Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.