Jamie coordinates all essential financial planning services for John Langer’s clients. This includes client correspondence, preparation, and delivery of new account documents, maintaining the integrity and accuracy of client’s data, utilizes JMLV’s broad array of financial planning tools, scheduling client appointments, and interacting with clients daily on a variety of matters. In addition, Jamie plays a vital role using advanced technology platforms to enhance the client/advisor team experience.
Jamie joined JMLV Wealth Planning following a successful 17-year career as a professional in the health care field. Jamie holds an Associate’s degree and is currently completing her work on a bachelor’s degree in Business Administration.
Jamie with her husband Christopher and their son Landen live in Clarence, NY.