Jamie Weems, CFP^®, CTFA, APMA^®, ABFP℠

Designations and licenses

Jamie is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Trust and Financial Advisor. Jamie is also an Accredited Portfolio Management Advisor and an Accredited Behavioral Finance Professional.

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, 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.

Jamie’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.