Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Intergenerational Planning
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Family Finances
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Business Retirement Plans


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™


  • BS in Finance, University of South Florida, 2006

Awards & recognition

  • Impavid Wealth Advisors, Ameriprise Client Experience Award, 2021-2022
  • Ameriprise Ultimate Digital Excellence Award, 2021

Honored to receive recognition

All of us at Impavid Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Impavid Wealth Advisors team and the great experience we work so hard to provide for our clients every day.

Community participation

Jamie is the Co-Founder of Success! Tampa Bay. Jamie is a member of the Carrollwood Area Women's Club, Working Women of Tampa Bay and the Cheval Women's Club, Inc.


I love to spend time with my husband and puppy. I enjoy movies and books. I am a fan of cars, having grown up around them most of my life.