FPQP
Family Office Assistant
Email: Jamie@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
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Family Office Assistant
Email: Jamie@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
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.
Plancorp is a financial services firm founded in 1983 with a strong belief in independence, objectivity, and allegiance to our clients.
As a fiduciary partner, we’re here to serve you; not the other way around.
Our deep knowledge of complex financial strategies helps create a Living Financial Roadmap that evolves with you.
In addition to your advisory team, we’ll consult with other valuable financial specialists (i.e. accountants, lawyers) to make the best recommendations.
We get to know you personally so we can engage the right team, technology, and tactics.
St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163