Get Started
Financial Planners
Operations

Jamie Cailteux

FPQP

Family Office Assistant

Jamie Cailteux

FPQP

Family Office Assistant

Biography

Jamie brings both a positive energy and wealth of expertise to her role as our Family Office Assistant. Having spent more than 25 years in customer service and finance, as well as time living in seven different states, Jamie has a knack for building instant rapport that lends credibility and confidence to every client interaction.

Jamie graduated from Kansas State University before beginning her career in client services. Prior to joining Plancorp, she worked for CitiBank and Nationstar Mortgage as a Mortgage Loan Coordinator (MLC), where she was the main point of contact for clients purchasing and refinancing homes. Detail-oriented and always on top of deadlines, Jamie draws on this skill set in her role at Plancorp.

Outside of work, Jamie enjoys spending time with family, reading and vacationing at the beach.

Insights

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?

Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?

Read More
We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.

Read More

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.