JAMIE A. PLEMONS

Owner Advanced Estate Planning

Jamie A. Plemons, Owner of Advanced Estate Planning, began in this industry in high school. Her father, a renowned financial planner, brought her into the office at 14 years old to start learning the basics. Starting with data entry and office management, she quickly graduated to doing paralegal work for the estate planning attorney. By the time she was 18 years old, she obtained her Life and Health Insurance license adding long-term care, health insurance, Medicare, life insurance and annuities to her experience. By the time she was 24 she had passed the FINRA series 7 and 66 exams to become a Registered Investment Advisor. After a break to care for family, she has continued her education with the designations of LDA (Legal Document Assistant), CMP (Certified Medicaid Planner) and CEP (Certified Estate Planner). She continues to advance her education. She can be reached at jamie@advancedestateplanning.com or 619-581-9591.