Jamison White

Jamison White joined the firm in 2023. He is CFP and EA candidate.  As a recent graduate of the University of Colorado he is on the path to becoming a financial advisor and assists with portfolio reviews, prepares tax returns, and provides client support.

His technological abilities are tremendous. He has the ability to “see through” the complexity of systems and find efficient solutions to serve our clients and operate the firm.

Jamison works with Mark Mogle and Noelle Kurtz with our marketing efforts.

As an Eagle Scout he has a passion for the outdoors and enjoys being in the back county as much as possible.