Jamie Cox

My career in financial services began in 1998 at age 22, fresh out of college and shaped by a defining family moment.

When my grandfather was diagnosed with terminal cancer, our family worked with a financial planner to structure and protect his estate. Seeing firsthand how thoughtful planning brought him total peace of mind—and ensured his legacy passed according to his wishes—inspired me to pursue financial planning as a career. As my practice has grown over 28 years, my core focus has expanded to serve business owners and corporate leaders. I specialize in structuring robust employee benefit plans and customized executive compensation packages designed to attract, retain, and motivate high-performing talent. Outside of my practice, I’m deeply grateful for my life at home, where I’m married with three healthy kids and two dogs. I approach every client partnership with the same integrity, foresight, and personal care that drive my everyday life.