Jamie Carroll, CFP®

Jamie is the Managing Partner and Wealth Adviser at Carson Wealth. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and truly enjoys working with families to create a plan to match their legacy goals. She also works with Carson Group as the Senior Vice President of Strategic Projects.

Jamie believes in helping her clients by listening attentively to their needs and understanding their financial goals, along with identifying their concerns. Jamie's mission is to help her clients attain financial freedom by spending time with them to truly understand their financial picture. Jamie's absolute dedication to her craft and, by extension, to the livelihood of her clients, inspires our clients' loyalty to her.

Jamie has served clients for over 20 years, working with multigenerational families, helping them to understand the full impact of their decisions. Jamie has worked with many families through life's transitions such as the loss of their spouse, divorce and financial reset. She states, "Working with clients in transition, is the most valuable service a wealth adviser provides."

Jamie received her bachelor's from the University of Oklahoma and her master's from West Texas A&M University. Jamie enjoys spending time with her husband, Mike, mountain biking and hiking. Jamie has three grown children — Kate, Kent and Kylan — and is the proudest Yaya to Paige, Reed and Calliel.