Jamie has over 33 years of experience in financial services industry. He is President of JW Wealth Management Group and Managing Partner of Synergy Financial Group. He is a Financial Advisor experienced in helping retirees and those soon to retire avoid common, costly financial mistakes. Jamie also focuses on and is experienced in business retirement plans (401(k)’s, Pension Plans, and SEP IRA) where he works closely with pre-retirees to transition them into their retirement life style.Jamie's ability to listen, communicate, and educate, gives him a unique perspective into the financial needs of individuals and small business owners.Jamie enjoys golfing and spending time with his wife, Karen, and their two children.