Client Relationship Manager
Jamie brings almost a decade of experience in the financial services industry to CVG Wealth Management. She knew this was going to be her career after taking her first finance class in college. Jamie has a passion for developing client relationships, and she serves our client’s well and helps them look to the future. Jamie began her career as an operations specialist and has quickly moved through the ranks, giving her a breadth of knowledge to enhance the service experience. Jamie graduated from Sonoma State University in 2012 with a Bachelor of Science in finance. She has the Series 7 and Series 66 registrations through LPL Financial and is Life, Health, and Annuity Insurance licensed.
Jamie has been married since 2016 and has a golden retriever named Joey. She loves cooking and considers it a joy to bring family and friends together through food. Sharing life stories through meals is a favorite pastime. Jamie and her husband reside in near Santa Barbara and enjoy going to the beach, hiking, skiing, and spending time with their friends and families as often as they can.
CA Insurance Lic#0K60197