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Board Member for Window World and Managing Partner of Cornerstone Wealth Partners, a wealth management and financial planning firm, Jamie’s days are spent helping people and organizations prepare for the future.
Helping people reach their goals has been the hallmark of Jamie’s career
A native of Boston, Massachusetts, Jamie attended Montana State University, where he graduated with a degree in business management. He started his career in financial services in 1993, and moved to North Carolina over 20 years ago after meeting his wife, Susan.
Helping people reach their goals has been the hallmark of Jamie’s career, which has most recently led to his 2015 co-founding of Cornerstone Wealth Partners in Winston-Salem. Specializing in wealth management and financial planning for individuals and small businesses, as well as family and benefit planning, Jamie’s “day job” lends itself perfectly to his work as Window World Board Member.
When the Window World Board of Directors was founded in 2011, Jamie was immediately selected due to his background in finance and his long-term support of Window World. His leadership, especially in The Stinger project, a collaboration with John Andretti that raised more than $1,000,000 for St. Jude Children’s Research Hospital, has been instrumental in Window World’s continued success.
While he’s made North Carolina his home, including developing an appreciation of “red dirt” country music, Jamie’s roots are only as far as his ever-present Boston hat. He returns to the northeast every summer with his wife and two daughters, and spends the rest of the year convincing Window World employees and their children that the best baseball is, in fact, played by the Red Sox.