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Jamie Cardwell

Jamie Cardwell is our dedicated office manager and administrative assistant. Jamie sees to many of the organizational and administrative functions of the office including managing Adam’s calendar, addressing account related questions, researching and recording transactional history, reviewing reports, preparing and processing transactional forms, problem-solving and many other activities to ensure that clients are happy and supported.

Jamie began working in the investment financial industry in 2007 and moved to the WealthGuard Advisors office in 2009. She holds a degree in Child Development from California State University, Sacramento. When not at the office, you can find Jamie making fond memories with her family.