About Jamie

With over 20 years of experience in banking and finance, Jamie has cultivated deep expertise in the field of financial planning. Since joining Rosemont Financial Group in 2020, she has played a pivotal role as Executive Assistant—supporting advisors and ensuring smooth day-to-day operations. Her ability to navigate a fast-paced environment with precision and professionalism makes her an essential part of the team.

Jamie began her career in traditional banking and expanded her knowledge across various financial services roles, bringing a strong foundation in client service, organization, and strategic support. A graduate of SUNY Oneonta, she is known for her steady, detail-oriented approach and her commitment to excellence in every task she takes on. She finds great fulfillment in helping clients plan for their futures and takes pride in contributing to work that makes a meaningful difference in people’s lives.

Outside of work, Jamie enjoys hiking, kayaking, swimming, and drawing. She lives in Guilderland, New York, with her husband, three children, their dog, and two cats—always finding inspiration in both nature and family life.