Jamie serves small business owners who want to accelerate their progress in saving for retirement. He holds an MBA from Tuck School of Business at Dartmouth, an MS from Massachusetts Institute of Technology (MIT), and a BS from Webb Institute. As a Past President of CFA Society, Jamie volunteers his time with Junior Achievement (JA) to connect with future business leaders in Generation Z. He is passionate about educating future investors and building sound financial plans. Jamie spends his downtime sailing, skiing, running, hiking and biking with his three boys.