Jamie Malone, CPA, CFP®
As Financial Strategist, Jamie provides to his clients financial strategy and counsel, comprehensive financial planning, and investment management. In addition, he heads the firm’s Financial Planning Team. He is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNERTM professional. Jamie is a member of the Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA) and National Association of Personal Financial Advisors (NAPFA). From 2006 to 2008, he served on the Board of Directors for the Financial Planning Association of Central Virginia.
Prior to joining JoycePayne Partners, Jamie worked at KPMG within the Private Client Advisory Services group. There he provided tax, estate, and financial planning services to affluent families, business owners and corporate executives. He also interned at Filament, a multifamily office in Seattle, during business school.
Education:
Bachelor of Science, Virginia Polytechnic Institute and State University (Virginia Tech)
Master of Business Taxation, University of Southern California’s Leventhal School of Accounting
Master of Business Administration, Brigham Young University’s Marriot School of Management
Designation:
Certified Public Accountant
CERTIFIED FINANCIAL PLANNERTM