Jamie oversees firm financial planning and wealth management. and participates in investment analysis and research. Prior to joining the firm, Jamie led operations and strategy at a marketing automation startup and held numerous management positions in operations, training, and development at Nordstrom. She received her B.S. from the Marshall School of Business at USC. Jamie is a CERTIFIED FINANCIAL PLANNER™ professional and completed UCLA's certificate program in Personal Financial Planning. Outside of work, Jamie enjoys hiking, traveling, yoga, reading, and volunteering to promote financial literacy.