Jamie L. Smith
CHIEF EXECUTIVE OFFICER/MANAGING PARTNER
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, is a Registered Investment Advisor Representative of Triad Advisors, and a Designated Behavioral Financial Advisor.
Jamie took over the role of CEO in January of 2022, allowing her mother Becky to get a small taste of semi-retired life. Aside from being a Financial Coach for clients, Jamie heads up 401k planning, all Marketing and Event Planning efforts (such as Seminars, Client Appreciation Events, and more), and taking on all new clients.
Jamie and Kevin Smith were married in May 2008 and have 1 son, Walker James Smith, and 1 daughter Camdyn Blake Smith. When they aren't working you can typically find them at a ball field, perhaps one where their kids are playing baseball/softball or taking in a Beloved Longhorn Baseball game.