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Meet The Team

Jamie Roths

Financial Planner

 

“To laugh often and much; to win the respect of intelligent people and the affection of children; to earn the appreciation of honest critics and endure the betrayal of false friends; to appreciate beauty, to find the best in others; to leave the world a bit better, whether by a healthy child, a garden, a redeemed social condition; to know even one life has breathed easier because you have lived.  This is to have succeeded.”  – Ralph Waldo Emerson

My commitment is to serve and elevate others towards their goals. I strive to create a focus on what means most to clients and connect that to the planning process.

I am an avid fan of the Office (but only the Michael Scott seasons) and cannot cook to save my life.