Jamie L. Smith
Chief Operating Officer/ Marketing Director
Jamie received a Bachelor’s Degree in Marketing/Management from Siena College in 2006. She has since worked in Marketing and Sales roles for Dell, Clear Channel Radio, and Dun & Bradstreet, gaining corporate experience before finally settling in at Wealth Strategies in 2010. Jamie has successfully completed the FINRA sponsored Series 7 and Series 66 exams, and is a Registered Investment Advisor Representative of Triad Advisors. Aside from being a Financial Coach for clients, Jamie heads up all Marketing and Event Planning efforts such as Seminars, Client Appreciation Events, and more. Jamie and Kevin Smith were married in May 2008 and have 1 son, Walker James Smith, and 1 daughter Camdyn Blake Smith.