Our Team

Jamie is the owner of Legacy Investments & Financial Planning, LLC, and he has built his practice strongly rooted in relationships and referrals.  He began his financial services career in 1998 in Jackson, MS.  Within a year, Jamie was able to open a branch office in McComb, MS. where he continues practice.  Twenty-two years in the financial planning industry has provided Jamie with the insight and knowledge that comes with experience.

Jamie earned a Bachelor of Science in Finance from Southeastern Louisiana University while serving in the Army National Guard.  Jamie has successfully met the standards required by the CFP® board, including completing the education, experience, ethics, and exam requirements, and is a CFP® practitioner.  He is also a member of the Financial Planning Association (FPA).  His professional security registrations include the Series 7 and Series 66, held with LPL Financial, and he has the Mississippi Life, Accident and Health insurance license.  This allows him to perform the duties of a general securities representative and a financial planner.

Jamie resides on his great, great, great grandfather's farm in Liberty, MS, with his wife, Lora, daughter, Jana, and son Elliot.  Jamie enjoys sports, outdoor projects, and spending time with his family.