Jamie is a Financial Consultant for SVA Plumb Wealth Management, LLC. He has provided comprehensive financial planning and asset management services since 2008.
In his role, he consults with a broad range of clients on their investments and stays closely involved in ongoing investment research, analysis and financial plan development.
Prior to SVA Plumb Financial, Jamie owned and operated his own Registered Investment Advisory (RIA) firm. He also worked as a para-planner for a Madison based RIA. Before his career in financial services, Jamie worked for Caterpillar as a Manufacturing Engineer, Logistics Supervisor, and Logistics Manager.
- University of Wisconsin - Platteville - Bachelor of Science - Mechanical Engineering
- CERTIFIED FINANCIAL PLANNER™
- Financial Planning Association (FPA) of Southern Wisconsin - Member