Hi, my name is Jamie. Let me help you make smarter investment decisions.

For the last 15 years the stock market has been a roller coaster. We all know someone who was devastated by The Great Recession from 2007-2009. After watching investors struggle through this period, I spent hours searching for an investment strategy that can perform well in ALL circumstances. The results of my studies could change the way you think about investing forever. Contact me if you'd like to learn more.

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An independent, fee-only investment advisor.

"Infresh Financial Network strives to create low-volatility investment models by taking smarter risks inside client portfolios." I started Infresh Financial Network early in 2011 so I could help investors who do not have the time or the expertise to manage their own investments. My goal is to deliver an investment approach that performs well during all market environments - good and bad. Below you will find a summary of what I do for my clients. If you have any questions or would like to set up a no-obligation exploration meeting feel free to reach out to me.

Investment Management

Rather than trying to sell you something, I actively manage your investment account according to the strategy we determine is best for your situation.

401(k) Reviews

Don't throw money blindly at your 401(k). I can create an investment strategy for you using the funds available in your company plan.

Wealth Accumulation

To become financially fit you need a strategy. Allow me to create a financial plan based on your unique dreams and goals.

Retirement Planning

You worked hard to reach retirement. A retirement plan will show you how to avoid outliving your assets and stay retired.