St. Louis, MO
FPQP
Family Office Assistant
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.
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St. Louis, MO | Nashville, TN | Boca Raton, FL | Sarasota, FL | San Francisco, CA
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