Jamie Keese

Administrative Support

Jamie is responsible for providing administrative support to FAI via Consider It Done, an independent contractor and one of the premier virtual assistant businesses in the country that caters to independent financial advisors. Jamie works closely with FAI to develop systems and processes that make our office operate efficiently. Her duties include establishing and transferring investment accounts, coordinating retirement account contributions and distributions, and seeing that transactions are handled smoothly and accurately.

Jamie possesses a flair for organization and attention to detail along with a strong work ethic. She enjoys spending time with her family, keeping up with her three children, and is active in her church.

Recent News

Recent News

Pandemics and Portfolios

Pandemics and Portfolios

2/22/2020 12:00:00 AM EST
4 days ago

The question everybody seems to be asking these days is: How will the coronavirus (now officially named COVID-19 by the World Health Organization) affect my ...

Q4 2019 Investment Commentary Webinar

Q4 2019 Investment Commentary Webinar

2/10/2020 12:00:00 AM EST
2 weeks ago

January 30, 2020 | 11am

Presidential Elections – Fear Is Significantly More Than Market Impact 

Curt Gross, Chief Investment Officer, will be hosting a webinar at the ...

Upcoming Events

Upcoming Events

Memorial Day: Office Closed

Memorial Day: Office Closed

5/25/2020 12:00:00 AM EDT
The FAI Office will be closed on Memorial Day.

Labor Day: Office Closed

Labor Day: Office Closed

9/7/2020 12:00:00 AM EDT