Jamie Thompson

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Financial Planner

Jamie Thompson joins Socha Capital with over 8 years industry experience at Northwestern Mutual where she served as an Advisor and Growth and Development Director. She specializes in multi-generational wealth and financial advising for individuals who fall within the “Critical 10” (5 years pre-retirement and 5 years post-retirement).

A multi-talented Financial Planner, Jamie’s bachelor’s degree is concentrated on not one, not two, but three areas of study in business administration from McMurry University: Accounting, Marketing and Management. She applies this expertise to planning with an unwavering commitment to prioritize personalized attention, transparency, and proactive communication to ensure our clients make well-informed unbiased decisions.

Jamie often says that her most important job is as a mother, which makes her sensitive to the unique needs of families and passionate about preparing financial strategies that last for generations.

In her free time, you might find Jamie relaxing with family, exploring the great outdoors or whipping up something delicious in the kitchen. Family and neighbors alike stand in line to grab a slice of her homemade sourdough bread.

Credentials:

• Bachelor of Business Administration in Accounting, Marketing, and Management from McMurry University
• General Lines Life and Health
• Currently studying with the American College of Financial Services

Areas of Expertise:

• Multi-generational wealth planning
• Education funding
• Risk management