While growing up in a small town in Vermont, I knew I wanted to choose a profession that would allow me to help people. I graduated from Castleton State University and relocated to Arizona in 1999.
I started working as a financial advisor with USAA where I was blessed to help our military community and their families with their finances. Although I have always had a strong passion for finance, this is when I first realized that I wanted a career as a financial advisor.
I began the amazing journey as a financial advisor with Edward Jones in 2009. I was quickly drawn to Edward Jones because of the incredible culture. Edward Jones aligned perfectly with how I wanted to work with clients because it is a client centered firm. We believe in a one-on-one personalized approach which allows us to assist our clients with their unique individual goals. Whether you're planning for retirement, in retirement or just trying to protect your wealth for the ones that you care for most, we can help by working with you to develop customized strategies to accomplish your specific goals.
My branch office administrator and I take pride in the level of service we provide to our clients. Our clients can expect a high level of service and a personalized approach. We will work with you and your CPA, attorney, and other professionals to develop the most beneficial strategies for you and your family.
I've earned my MBA from the University of Phoenix and a bachelor's degree from Castleton State University. I have also earned the CRPC® professional designation.
My wife, Tami, and I have five wonderful children. Away from the office, I enjoy, golfing, hiking, softball and spending time with my amazing family.
The process begins by scheduling a phone call.
Phone NumberJamie A DeForge at (928) 775-2445
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