Wealth Advisor CFP®, ChFC®
For the past eighteen years, Jamie has been working directly with clients to navigate into and throughout retirement. Using the latest financial planning techniques, Jamie serves as an independent guide and advocate in a fiduciary capacity. He focuses primarily in the areas of retirement planning, asset management and comprehensive financial planning. At North Point Financial Planners, he and his team collaborate to deliver objective, client-focused financial strategies.
As an experienced wealth advisor and CERTIFIED FINANCIAL PLANNER™, Jamie will use proven techniques and strategies to guide clients through today’s uncertain economic environment.
As part of his ongoing commitment to his clients, Jamie is consistently expanding his knowledge, and makes himself readily available to answer questions and address evolving financial planning needs. Jamie believes offering an elevated client experience is one of the most important objectives at North Point Financial Planners.
When away from the office you can often find Jamie enjoying the outdoors with his family. His hobbies include biking, hiking, traveling, exercising and coaching youth sports. He resides in Bismarck with his wife, Sam, and sons, Simon & Alex.
Education & Certifications
- B.S. in Finance at the University of North Dakota
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- Chartered Financial Consultant®
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