Jamie began her career in Seattle, Washington, where she gained unparalleled experience in the wealth planning space and established herself as a respected associate advisor. Since joining True North in 2019, she has become known for her deep expertise in estate, retirement, tax, and insurance planning, as well as her ability to think strategically to deliver innovative solutions.
Promoted to Director of Wealth Planning in 2025, Jamie now manages a full team and plays a key role in shaping the firm’s planning strategies, guiding advisors, and enhancing the client experience through forward-thinking and personalized financial solutions. She is committed to True North’s mission of Fulfilling Lives™ by helping clients achieve their personal financial goals with clarity and confidence.
Jamie earned her master’s degree in Personal Financial Planning and bachelor’s degree in Restaurant, Hotel, and Institutional Management from Texas Tech University. Though her career has taken her across the country, she calls Dallas home, where she lives with her husband and their labradoodle. In her free time, she enjoys making homemade pasta, hosting friends and family, and traveling the world.