Jamie comes to Invst with almost 10 years of experience in the financial services industry and during that time has acquired her SIE, Series 7, and 63 licenses. Equipped with over 20 years of client servicing experience she is ready to take on any task. Jamie studied business administration and received her bachelor’s degree from Ball State University. In her free time away from work, Jamie enjoys spending time with her husband Nick and her children Rylan, Jordan, and Kayleigh.
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We’re Your Personal CFO To Help You Reach Financial Freedom, Faster.
“The most expensive thing in the world is trust. It can take years to earn and just a matter of seconds to lose” - Tupac Shakur
Jamie Montisano
Paraplanner
ACCELERATED
wealth BUILDING
Since inception, it has been our mission to educate, guide and counsel people toward reaching their full financial potential. Specializing in wealth building, we help
protect your life’s work, grow your wealth, and sustain your legacy.
OUR CORE VALUES
Always growing
Batteries Included
WITWOWWOW
whatever it takes, without whining,
while only winning
Abundance Mindset
Always Got Your Back
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