Department: Financial Planning
Jamie Stone, CFP®, ChFC®
Jamie joined Means Wealth in February 2022. Jamie began his career in the financial industry in 2001. His past professional experiences include: wealth advisor at Mercer Advisors, where he provided holistic financial planning for clients focused on effective retirement, tax, estate and business succession planning; manager of investment advisor services at the National Rural Electric … Continued
Tinsley Newton
As a Paraplanner at Means Wealth, Tinsley assists in developing and refining financial plans, modeling scenarios, and supporting the coordination of investment and planning strategies for clients across all stages of their planning journey. Born and raised in Atlanta, Georgia, Tinsley earned her bachelor’s degree in Financial Planning from the University of Georgia. While attending … Continued