Jamie Stolz, CFP®, MBA
Jamie joined the team at TandemGrowth Financial Advisors, LLC, in 2014 as our portfolio manager. As a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, Jamie brings a high level of knowledge and experience to her role. In addition to serving as a member of the investment committee where she works closely with Jeff to develop TandemGrowth’s investment strategy, she also manages investment operations and oversees client performance reporting, billing, trading, tax-aware trading, and investment strategy changes. Jamie spearheads the firm’s process improvement initiatives and works closely with Jeff to foster business development efforts and enhance the firm’s technology capabilities.
Jamie believes delivering top service is vital when assisting clients with their financial plans and goals. With more than a decade of experience in wealth management, her communication skills, coupled with her reputation for detailed follow-through and a passion for delivering holistic, fee-only wealth management services, help ensure a pleasant, smooth experience for our clients. Jamie’s diverse skill set provides unique value to our firm.
Jamie holds a bachelor’s degree in management from the Georgia Institute of Technology, where she earned a Certificate in Information Technology and received a National Merit Scholarship and earned a position on the Dean’s List. Jamie completed the CERTIFIED FINANCIAL PLANNER® (CFP®) certification program at Oglethorpe University. She then went on to earn an MBA in finance from Georgia State University.