Jamie’s career with Heritage Financial Services began in 2002 when she started working with Casey Knake as a marketing coordinator. Her role evolved into insurance processing and she became the investment account assistant in 2007. Jamie provides exceptional service to both clients and advisors on all types of investment accounts.
Jamie graduated from Wayne State College with a Degree in Business Administration. She holds securities registrations 6,7 and 63 as well as her life and health insurance license. Jamie is a Registered Representative of Cetera Advisor Networks. She is also a Notary Public. Jamie and her husband, Mike, are both from Norfolk and are proud to raise their daughter in the community.
TR3078895 DOFU 5/2020