Jamie Burton

Meet Jamie Burton

Title: Financial Advisor

Credentials: I obtained my Financial Counseling and Planning degree from Purdue University. I now have my Series 6, 7, 63, 66 and Life and Health. I am currently studying to take the Certified Financial Planner exam.

My Role: It is my privilege to be a source of knowledge for our families and to be able to develop a long-term relationship with them. Many people spend time-saving their money but do not know how to do it in the most efficient way. That is where I come in. I enjoy experiencing the relief that our families feel after meeting with us and understanding their financial future.

Best Part of My Job: The best part of my job is building a trusting relationship with our families and knowing that they have a safe place to come when needed.

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