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.