Jamie Carroll


Foundational Partner


Jamie Carroll

“I oversee our Wealth Enhancement Team comprised of CERTIFIED FINANCIAL PLANNERS™, Wealth Advisors and CPAs.  I truly enjoy working with families to create a plan to match their legacy goals.” Jamie also works with other Carson Institution Alliance offices helping them onboard as a hybrid RIA office.

Jamie is a Certified Financial Planner™. She 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 and peace of mind by spending time with them to truly understand their financial picture. She runs a tight ship – no loose threads running amok here – but it’s her absolute dedication to her craft and, by extension, to the livelihood of her clients, which inspires our clients’ loyalty to her.

Jamie received her bachelor’s degree from the University of Oklahoma and her masters from West Texas A&M University.

In her free time, Jamie enjoys spending time with her husband, Mike, mountain biking and spending time outdoors. Jamie has 3 grown children, Kate, Kent, and Kylan and is anxiously awaiting grandkids! Jamie also serves on the Board of Eveline Rivers Sunshine Cottage.

Getting to know Jamie

Favorite food: A great steak!

Best piece of financial advice received: It is really important to be consistent in your savings and to always increase when you can.

Hidden talent: Jamie can decorate cakes

Favorite book: The Ultimate Gift

Favorite movie: Sound of Music

What motivates Jamie: Exceeding people’s expectations

Favorite Holiday: Christmas

Something on Jamie’s bucket list: Ride in a hot air balloon over Sonoma Valley

Biggest accomplishment: Raised 3 successful and happy children