Broker Check
Jamie Carey, CFP®, CPA, MBA

Jamie Carey, CFP®, CPA, MBA

President

With over 30 years of experience in the financial services industry, Jamie has the skills and experience to help clients become financial healthy and maintain that financial health over their lifetimes.

Jamie graduated with BS/BA from The Ohio State University. Jamie has an MBA from the University Of Dayton. Jamie holds a certified public account (CPA) license, and he is a certified financial planner (CFP®). Jamie enjoys family time, playingpickleball and riding mountain bikes. Jamie also enjoys giving back to the community and raising money for cancer research.