Jamie Hunt

VP and Chief Investment Strategist

chip-sign

"Helping people live with confidence and peace of mind — that’s what matters most.”

“People don’t buy what you do, they buy why you do it.”
Simon Sinek

Hi, I’m Jamie — an investment advisor, husband, dad, and lifelong animal lover. I believe in doing work that makes a real difference for real people, and in building a life that reflects what matters most: family, trust, and clarity.

I work alongside my father in our family business, helping people feel confident about their financial future. My approach to investing is rooted in simple, time-tested principles and a clear, repeatable process — no hype, no guesswork. Just advice you can understand and rely on.

At home, I’m a proud girl dad. Raising my daughter is one of the most rewarding parts of my life, and it shapes how I see the world — with patience, purpose, and a long-term view. Whether I’m planning a portfolio or planning a weekend adventure with my family, I try to lead with care and intention.

Outside of work, I support a local nonprofit that helps care for and find homes for animals in need. And when I can, I play disc golf with friends — always with “step one: have fun” in mind.

If you’re looking for someone who values relationships, communicates clearly, and brings a down-to-earth approach to investing, I’d be honored to connect.

Licenses and Certifications:

  • FINRA series 65. CRD Number: 7069833
    Check the background of this investment professional on FINRA’s BrokerCheck.
  • Licensed Insurance Producer, National Producer Number (NPN): 18675837
    Licensed In: SC, Lines of Authority: Life
    Verify on the official NIPR website

Community Involvement:

OUR TEAM

Other Team Members

We’re a small team by design, focused on delivering clear, personal guidance and building relationships that last.

Chip
President and Founder
Chip brings steady leadership and decades of retirement-planning experience. He focuses on clear guidance, practical solutions, and doing what’s in each client’s best interest.
Sheryl
Director of Operations
Sheryl keeps client support and operations running smoothly. She handles the details with care, clarity, and consistency.
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