Jamie Weems, CFP®, CTFA
Designations and Licenses
Jamie is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Trust and Financial Advisor.
Experience and Education
Jamie works with senior wealth advisors to create financial plans to help them achieve their goals and objectives. Prior to joining Mariner Wealth Advisors, Jamie worked at UMB in the Private Wealth Management Division for eight years. While at UMB, she was a trust advisor and administered trust accounts and probate estates for which UMB served as fiduciary. In this role, Jamie advised high-net-worth clients in a wide range of estate planning areas.
She holds a bachelor’s degree in secondary education from the University of Kansas and an MBA from Baker University.