Jamie assists in allocating portfolios, market and investment research, implementation of portfolios and proposals. She is also a member of Windsor’s Investment Policy Committee. Jamie joined Windsor Wealth Management as an Investment Analyst in 2012.
Jamie graduated from Purdue University with a Bachelor of Science degree in Financial Counseling and Planning. Prior to joining Windsor, Jamie was employed with Charles Schwab as a Trade Support Specialist. She holds the Chartered Financial Analyst (CFA) designation, is a member of the CFA Institute and the CFA Society of Indianapolis.
Jamie lives in Fishers with her husband Nick and daughter Sutton.