by Makayla Jamison | Jun 26, 2023
There wasn’t one specific moment that made me want to work in wealth management. It was a slow discovery in which I realized that I wanted to apply my own skills to truly help families rather than simply trying to sell them products. I love helping our clients...
by Makayla Jamison | Jun 26, 2023
I enjoy working in wealth management because it allows me to see the human side of the investment world. My specialty is designing scalable and efficient solutions to complex problems. I have always had a passion for finding the “right” answer. As the...
by Makayla Jamison | Jun 26, 2023
I knew I wanted to work in Wealth Management after spending time helping investors support startups in Venture Capital in Fund Management. I realized that clients are my favorite part of work and that I was passionate about supporting their growth. My area of focus...
by Makayla Jamison | Jun 19, 2023
For the past 17 years, I have enjoyed serving as a trusted partner to successful business owners and families in complex areas of financial problem-solving. This complexity has ranged from managing large-scale commercial real estate development and acquisition finance...
by Makayla Jamison | May 3, 2023
My focus is on helping guide families through the financial decisions that define their lives. Generational wealth creates complexity and financial decisions can have a lasting impact across multiple generations. Success requires a continual assessment of financial...
