Jamie Stolz CFP®, MBA

Director of Operations
770-641-6360 ext. 4

I joined the team in 2014 and serve to uphold the day-to-day administration of the firm as well as focus on process and workflow improvements. I serve as a member of the investment committee. I also manage investment operations and oversee client performance reporting and billing. I work with Jeff to foster business development efforts, manage strategic initiatives, and enhance the firm’s technology capabilities.

I believe delivering clarity and confidence is vital when assisting clients with their financial plans and goals, no matter what the timeline. With more than a decade of experience in wealth management and a passion for delivering holistic, fee-only wealth management services, I work hard to serve our clients.

When I’m not strategizing for our firm, I enjoy playing tennis, rooting for GT Jackets and Clemson Tigers, and staying busy with my two children and their many extracurricular activities.


  • Bachelor’s degree in management from the Georgia Institute of Technology
  • Master's degree in business administration with a finance focus from Georgia State University

Advanced Professional Certifications

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