Jamie DePaolo

Client Service Specialist

Jamie brings a strong foundation in business and information management, having earned her bachelor’s degree in 2022—and she’s already hit the ground running with over a year of paraplanning experience under her belt. She’s passionate about helping clients feel confident in their financial decisions and has a knack for making complex topics easy to understand.

When she’s off the clock, you’ll find Jamie exploring new restaurants with her wife, hanging out with her two cats, or diving into a good horror movie. She also loves a competitive game of Mahjong and occasionally hits the gun range with friends for some fun stress relief.