The Destination is the motivation.
In order to provide my clients with the most suitable financial planning resources, and provide them with truly custom planning options, I work with Trek Financial, LLC., a Registered Investment Adviser.
This affiliation allows me the opportunity to work with my clients as a truly independent fiduciary, with the freedom to plan your financial path – giving you control over your financial future.
Thank you for taking the time to learn more about my advisory practice. I know that navigating the world of financial professionals can be difficult. The advisor/client relationship is built on trust, transparency, and the ability for the advisor to act as a fiduciary and only in your best interest.
Having a genuine conversation is a good place to start your due diligence in your search for a financial professional. I would love to talk with you and discover if my independent and fiduciary-focused practice would be a good fit for you.
Jamey has been a keynote speaker on a variety of retirement and estate planning topics at universities and colleges, trade associations, churches and retirement centers throughout Florida and Georgia.
A graduate of the University of North Carolina, he is married to Carolyn, his wife of over twenty-five years. They reside in Tallahassee where they live with their three amazing daughters, four Labrador Retrievers and a Boykin Spaniel.
They are founding members of Saint Peter's Anglican Church, where he serves as acolyte master, verger, Lay Eucharistic member, lector and missioner. He currently serves on the Board of Directors for the Florida Cattlemen's foundation and Retrieving Freedom, a Mississippi based charity that trains assistance dogs for veterans suffering from PTSD.
He has previously served on the Board of Grace Mission Episcopal Church and on the Board of Tallahassee Hunting Retriever Club. An avid wing shooter, he spends his free time hunting with his daughters, training dogs, watching Tar Heel basketball, and serving breakfast for the homeless at Grace Mission.