Jamie is a Registered Representative with LPL Financial and an Investment Advisor Representative with WELLth Advisory Services. Jamie is a Founder, Managing Director and investment advisor representative in Strategic Retirement Partners’ Northeast Office. Jamie has built a successful retirement plan team and practice over the last 20+ years through his passion for helping plan sponsors reduce fiduciary liability and offer competitive, affordable retirement benefits, while helping individuals save, plan, and invest wisely.

Jamie is a frequent speaker and industry commentator for professional, association, and industry groups. He has been quoted in The Wall St. Journal, PLANSPONSOR / PLANADVISOR Magazines, Defined Contribution & Savings Plan Alert and in local media.

Prior to SRP, Jamie founded GPS Investment Advisors, worked at Financial Architects Partners and John Hancock Investments. He is a graduate of Moses Brown, Connecticut College, Suffolk University Law School, and Goldman Sachs’ 10,000 Small Businesses program. Jamie’s community involvement has included San Miguel School, being a Rhode Island Commodore, serving on the Investment Committees of Neighborhood Health Plan of RI, Blithewold, and The Providence Children’s Museum, and serving as a lay representative of the Episcopal Diocese of RI Commission on Finance. He coached all three of his children in youth lacrosse and soccer. Jamie and his family live in Providence, RI.