Our Personnel

         

  

Our promise to you, should you choose to work with Jamison & Associates

is to have one loyalty - to always be looking out for the best interest of you, the client.

 

Walt is a life long resident of the Lawrence, Kansas area.  He grew up

and worked on their family dairy farm until graduating from High School.

Attended State Fair Community College in Sedalia, Missouri and received

an Associates degree.  He met his lovely wife, Tracie, they were married

and moved to Lawrence in 1980. 

 

Walt worked in business for several years.  Then in 1998, Walt and Tracie

began their independent financial consulting firm, Jamison & Associates.

We are a comprehensive financial planning firm.  Walt is licensed in several

states for most types of investments and insurance products.  He is securities

licensed in Series 6, 63 and 65.

 

Our family has grown to six children and they range in age from 24 to 11.

Walt likes to spend time with Tracie and the children, when not in the office.

We are an active Christian family with our church, Lawrence Bible Chapel since 1986.

   

        

Tracie is beyond replaceable as our office manager, she keeps our office

running smoothly because of all the work she does in front and behind

the scenes.  Her responsibilities include directing our paperwork

processing, she is our website and technologies specialist, handles many

details of our practice and is cheerfully helping in scheduling appointments.

When Tracie is not working in the office she enjoys spending time with the family,

knitting, travelling, homeschooling their children and working in her many

flower gardens around the home.

 

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Should you have any questions or would like more information on our firm, please feel free to

email us at Tracie Jamison or call us at 785-842-3976. We look forward to hearing from you.

Securities offered through NATIONAL PLANNING CORPORATION, a registered broker/dealer. Member FINRA & SIPC

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