Job Description
As a Financial Strategist and head of Agili’s Financial Planning Team, I provide our clients with customized financial planning, financial strategy and counsel, and investment management.
Education and Credentials
- Bachelor of Science, Virginia Polytechnic Institute and State University (Virginia Tech)
- Master of Business Taxation, University of Southern California Leventhal School of Accounting
- Master of Business Administration, Brigham Young University Marriott School of Management
- CERTIFIED FINANCIAL PLANNER™
- Certified Public Accountant
Professional Organizations
- Financial Planning Association (FPA)
- American Institute of Certified Public Accountants (AICPA)
- National Association of Personal Financial Advisors (NAPFA)
- Previously served on the Board of Directors for the Financial Planning Association of Central Virginia (2006-2008)
- Leadership Metro Richmond (2019)
What is a career highlight for you?
When I started my professional journey over 15 years ago, my goal was to provide financial advisory services in a way that put clients first. I am grateful to be part of the Agili team and to act as a fiduciary for our clients.
Job Description
As a Financial Strategist and head of Agili’s Financial Planning Team, I provide our clients with customized financial planning, financial strategy and counsel, and investment management.
Education and Credentials
- Bachelor of Science, Virginia Polytechnic Institute and State University (Virginia Tech)
- Master of Business Taxation, University of Southern California Leventhal School of Accounting
- Master of Business Administration, Brigham Young University Marriott School of Management
- CERTIFIED FINANCIAL PLANNER™
- Certified Public Accountant
Professional Organizations
- Financial Planning Association (FPA)
- American Institute of Certified Public Accountants (AICPA)
- National Association of Personal Financial Advisors (NAPFA)
- Previously served on the Board of Directors for the Financial Planning Association of Central Virginia (2006-2008)
- Leadership Metro Richmond (2019)
What is a career highlight for you?
When I started my professional journey over 15 years ago, my goal was to provide financial advisory services in a way that put clients first. I am grateful to be part of the Agili team and to act as a fiduciary for our clients.
More About Jamie
What brings me joy is my kids. As many people know, I have a lot of kids. I look forward to one-on-one outings with each one of them! It’s a great way for us to connect.
What excites me about my job is that we have the best clients! For me, serving them brings me joy. I love finding ways, even small things, to make a client’s day better.
When I’m not wearing my Personal CFO hat, sometimes you’ll find me wearing my kayak “hat” (e.g., helmet) on the James River. I’m a big fan of whitewater!
1806 Summit Avenue
Suite 100
Richmond, VA 23230
74 West Broad Street
Suite 320
Bethlehem, PA 18018