Throughout my life, helping others has been an integral part of who I am. I chose to pursue a career in financial services because I believe I can make a difference in the lives of families in my community.
The Clients I Best Serve
I typically partner with clients who are looking to navigate investment decisions related to retirement, preparing for life's unexpected, saving for education or estate management. My unique background – both as a lobster fisherman's daughter and a former pediatric physical therapist – affords me a special connection with small business owners and families of children with special needs.
How I Partner with My Clients
My aim is to understand you as a person first – your family, your values, your goals and your experiences – before consolidating these important pieces of the puzzle to create a personalized strategy for your finances.
After identifying what is important to you, I use an established process to help make sure that you feel understood and confidently positioned to achieve your financial goals.
Getting to Know Me
I proudly hold my Series 66, Series 7 and State of Maine Insurance licenses. I am a wife and a mother of two young children – Landon and Tenley. Outside of work, you will find me spending time with family; They grow up way too fast!
Please contact me at my branch office in Windham to learn more about becoming an Edward Jones client. You can also connect with me on Facebook or LinkedIn!
- Retirement Savings Strategies
- New Investors
- Estate & Legacy Strategies
- College Savings
- Special Needs Financial Considerations
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
Office Address778 Roosevelt Trail
Windham, ME 04062 opens in a new window
Phone NumberJamee Shinn at (207) 893-2255
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