About Our Team
Our promise to you, should you choose to work with Jamison & Associates, is to have one loyalty: We will always look out for the best interest of you, our client.
Walt is a lifelong resident of the Lawrence, Kansas area. He grew up and worked on the family dairy farm until graduating from High School. Walt attended State Fair Community College in Sedalia, Missouri and received an Associate's Degree. It was there where he met and married his lovely wife, Tracie, before they moved to Lawrence in 1980.
Walt worked in business for several years. In 1998, Walt and Tracie began their own independent, comprehensive financial planning and consulting firm, Jamison & Associates. Walt is licensed in several states for most types of investments and insurance products. He is securities licensed in Series 6, 63 and 65.
Walt and Tracie's six children continue to grow, mature and expand into families of their own and it is such a joy to watch. Walt likes to spend time with Tracie, their children, and their grandchildren when he is not in the office and attends Westside Family Church.
Tracie is beyond replaceable as the office manager for Jamison & Associates. She keeps the office running smoothly because of all the work she does behind the scenes. Tracie also handles many day-to-day details of the practice including scheduling appointments.
When Tracie is not working in the office she enjoys spending time with her family, jewelry making, travelling, homeschooling their children and working in her many flower gardens around the Jamison home.
David was born and raised in Lawrence. He completed all of grade school as well as his college education in the area. David graduated from Johnson County Community College with an Associate's Degree in Accounting. He is excited to work with Jamison & Associates and be a part of such a great organization. David enjoys helping others reach their goals and is already a valuable team member to Jamison & Associates and their clientele.
When David is not in the office, he enjoys weekend trips to various Bible conferences around the Midwest as well as counseling at a few various Summer Camps. David's passion is to help others, especially as a mentor to young men, and finds these opportunities are a great chance for him to impact these valuable lives in a very positive way.
David understands the need to prepare for the future, in both life as well as finances, and is glad to be a part of a team that understands those needs and who are able to help others in their preparation.
We have assembled a high caliber team who has demonstrated they care just as much as we do about your values, your goals, and your success in order to be called "Our Associates".
Our Stategic Financial Associates
Our Broker Dealer Affiliate
Accounting & Tax Services Associates
Estate Planning Associates
- Kyle E. Krull, P. A. - Kyle E. Krull is not affiliated with Cambridge.
Health Insurance Associates
Business and Technology Consultants and Providers
Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor, offered through Registered Representatives of Cambridge Investment Research Advisors, Inc., a broker-dealer, member of FINRA/SIPC, to residents of California and Kansas.
Cambridge and Jamison & Associates are not affiliated.
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OK33110 [exp10/19][CA]:: 4927069 [exp 10/31/19][KS Resident]