Jami Barkley, ChFC®, EA, Candidate For CFP® Certification

Jami Started in the accounting world and then discovered that financial planning was a lot more fun!

She worked in accounting after getting her accounting degree. Her two favorite people (daughters) came along for her to raise and homeschool and then walk with through high school and now college. In 2010, she started her tax business and eventually earned the EA and ChFC® designations. The CFP® is her ultimate goal! Jami loves to go behind the scenes of the financial planning engagement and do all the plan assembly and analysis as well as tax planning.

What She Cares About Most

Being a mom to her two favorite people and her pride of cats.

Doing her best work and learning.

What She Enjoys

Nerding out on publications and podcasts, drinking hot tea, dark chocolate, hanging out with her daughters, family, cats.