Jamie brings more than 21 years of industry experience to her role at Aksala Wealth Advisors and has been a trusted colleague alongside Mr. Evan Guido since 2007. She is widely respected for her disciplined exceptional client service, and strategic support of long term retirement planning.
Jamie plays a central role in portfolio rebalances and operational precision across client accounts. She supports advisors with investment implementation, cash management, and custodial workflows, ensuring accuracy, efficiency, and consistency in every transaction. Her attention to detail will help safeguard client outcomes.
In addition to her client experience focus, Jamie brings strong tax awareness to her work on behalf of Aksala money movements.
She routinely collaborates with our advisors and tax partners to support tax efficient investment decisions, retirement distributions, and year end planning. Her ability to coordinate seamlessly with outside tax professionals helps ensure that investment strategies align with each client’s overall financial and tax picture.
Renowned for her high touch, client first approach, Jamie manages client relationships with precision, empathy, and clarity. She is deeply committed to delivering a seamless experience, serving as a steady point of contact and advocate for client transactions.
Originally from Pittsburgh, Pennsylvania, Jamie earned her Bachelor of Science in Marketing from Villanova University.
Jamie and her husband, Joe, have called Sarasota home for more than two decades. At Aksala Wealth, she plays a vital role in strengthening client relationships, mentoring team members, and advancing the firm’s mission. Outside of the office, Jamie is actively involved in her son Jacob’s school and enjoys spending time with her family, often outdoors.
You will enjoy your interactions with Jamie as much as the rest of our clients do!
Registered Administrative Assistant of Cetera Wealth Services, LLC, member FINRA/SIPC.