As a Director of Client Services and an integral part of the team, Jamee draws on nearly 30 years of financial services experience with Prudential Securities, Wachovia Securities, Wells Fargo Advisors and UBS Financial Services Inc, to deliver a signature client experience.
Jamee earned a bachelor's degree in business economics from the University of California, Santa Barbara (UCSB). She lives in Dana Point with her husband, Shawn, and their son, Charlie, a recent graduate of JSerra Catholic High School who now attends University of Arizona while proudly serving in the Army Reserves.