Jamie Cardwell is the smiling face behind the front desk when you visit WealthGuard. A dedicated office manager and administrative assistant, she is also the cheerful voice you will hear when you give WealthGuard a call. Jamie sees to many of the organizational and administrative functions of the office including managing Adams 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.