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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Media By Jamie

Articles by Jamie Burton

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The Complicated Relationship Between Women and Money

You’ve heard it all before: Women earn less money, take more time out of the workforce, and tend to outlive their male counterparts. Women and men also tend to have psychological differences as well, which can show up in their financial lives. Men tend to be financial daredevils who like risk while women are cautious

Optimizing Holiday Shopping for Savings and Rewards

By: Jamie Burton It’s that time of year again! The time when most of us get our credit cards out and spend more than we usually do. Holiday shopping is so much more than just buying gifts though- think about the amount of money you spend on groceries for the holidays! If you’ve ever hosted

Top Ten Money Tips for Women

Women face many unique challenges when it comes to money and investing. Whether it’s the pay gap that women face or taking time off to raise kids, women have very different financial obstacles to overcome than men typically. If you aren’t where you should be financially, find what drives you emotionally when it comes to

Money: The Subject Women Don’t Want to Discuss

By: Jamie Burton Holiday spirit is in the air as we approach the Thanksgiving and Christmas season. This is easily one of my favorite times of the year; everyone can reflect on what they are thankful for and spend time with family and friends. Despite these great parts of the season, for some people it’s