Jamie Osborne

Jamie leads our retirement plan division, partnering with local businesses and nonprofit organizations to design and support retirement plans that are practical, sustainable, and easy for employers and employees to navigate.

He has always been passionate about helping other people and previously served his community as a Firefighter and Paramedic for 17 years. 

Jamie has the heart of a teacher and enjoys providing financial guidance to individuals and families to help them live debt-free lives. Jamie has helped hundreds of families create a plan to build wealth and leave a legacy.

Jamie and his wife, Aileen, have been married for over 20 years and living in Cincinnati, OH, with their daughter and two sons.