Jamie serves as the Chief Investment Officer for Creative Planning, leading investment research and
strategy efforts for both private and institutional clients.

Jamie has more than two decades of experience analyzing investments, constructing portfolios and
providing economic and market commentary. Having worked as a Chief Investment Officer since
2010, his previous experience includes leading the investment team at an insurance brokerage,
financial services and human resources consulting firm for more than a decade.

Jamie received his Bachelor of Arts degree from the University of Montana and his Master of
Science degree from The London School of Economics.

Jamie enjoys spending time outdoors with his family and traveling. He also enjoys reading and
rooting on local sports teams. Jamie lives in Missouri with his wife and three children.