With over 20 years of experience, Jamie has been a trusted advisor to successful businesses across the country, specializing in insurance and tax-efficient strategies. He is passionate about helping companies implement innovative retention plans to attract and retain top talent.
Jamie has served on the advisory board of one of the nation’s largest insurance carriers and is a recognized leader in the industry. He is a distinguished member of the prestigious Forum 400 and has earned multiple qualifications for the Million Dollar Round Table, reflecting his commitment to excellence and client success.
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