Senior Registered Client Associate – Vice President
Background and experience
Jamie joined the Minneapolis Wealth Management Group in August 2018 with over 10 years of industry experience at Wells Fargo Advisors. She has extensive knowledge in the areas of client service, operations, financial advisor support, and marketing. Jamie holds the Registered Paraplanner designation and is Insurance Licensed. She was selected to the Wells Fargo Advisors Premier Client Associate Program in 2013, 2015, and 2016. The Premier Client Associate recognition is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
Working closely with clients, Jamie provides a high level of service and effective solutions for all financial needs. She also acts as the Team Administrator managing internal operations, compliance, insurance, and marketing. By helping to keep the team running in a compliant and efficient manner, Jamie enables Financial Advisors to commit their focus to clients.
Away from the office
Jamie and her husband Tony live in Oak Grove with their two children Ethan and Malorie. They enjoy spending time fishing, camping, and visiting Minocqua, WI where Jamie’s parents grew up. With the little free time Jamie has, she likes to attend concerts, watch her favorite football team – the Green Bay Packers, and spend time at home with family.