Jamie Krichbaum

Jamie Krichbaum

Team Members - Financial Planning Assistant

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E: This email address is being protected from spambots. You need JavaScript enabled to view it.
P: 239-454-1117 ext:19
F: 239-454-0249
6216 Whiskey Creek Dr Suite A
Fort Myers, Florida 33919

Jamie joined Marquis Wealth Management Group in March of 2009 as an Administrative Assistant, and was promoted to Financial Planning Assistant in May 2010. In this role, she is responsible for preparing client balance sheets and financial plans, researching and updating all client cost basis and keeping up-to-date with client relations. Jamie also handles all marketing and/or public relations events, press releases, and Marquis’ involvement with the United Way of Lee County. Jamie graduated from Florida Gulf Coast University in May 2010 with a Bachelors degree in Communications, and a concentration in Public Relations and Interdisciplinary Studies. Jamie is currently studying for the Florida Life, Health, and Variable Annuity Insurance License. In addition to her growing interest in financial planning, Jamie enjoys spending time with her family and updating their current home. Career Summary
Financial Planning Assistant, 2010 – Present
Administrative Assistant, 2009 – 2010
Marquis Wealth Management Group Fundraising Support Specialist, 2008 – 2009
Harry Chapin Food Bank, Fort Myers, FL Education
B.A. in Communications with a Public Relations concentration, 2010
Minor in Interdisciplinary Studies
Florida Gulf Coast University, Fort Myers, FL