Jamie serves as our Operations Manager here at Cudo Financial, Inc. It is her responsibility to make sure that all of our clients’ needs aren’t just met, their expectations are exceeded. She assists David in preparing, implementing, and enforcing all of our client’s financial plans, while making sure the office operations are running smoothly and efficiently. She is passionate about helping others learn, understand, and take control of their financial situation so that they are able to spend their time enjoying the truly important things in life, such as their family and friends.
Jamie is a native of Corvallis and graduated from Oregon State University (OSU) with a degree in Business Administration with an emphasis in Finance. She has been with Cudo Financial, Inc. since 2008 and in the finance industry since 2005. She is licensed as a General Securities Sales Supervisor (series 7, 9, 10, and 66) and holds her Oregon Life/Health Licenses. She also serve as a Notary Public for the state of Oregon.*
Away from the office Jamie enjoys playing soccer, hiking, skiing, camping, fishing, golfing, and taking advantage of everything the northwest has to offer. Enjoying time spent with friends and family is her favorite pastime activity, especially with her husband, Michael, their son, Jack, and their lab mix, Finley. She is an avid Beaver sports fan and dedicated supporter of OSU. She believes it is extremely important to give back and is always looking for ways that she can lend a hand or volunteer her time with local organizations. She also enjoys reading, cooking, and experiencing new cultures through traveling.
*Notary services are not provided by Raymond James.