Jamie Fritsch

Jamie is a Registered Administrative Assistant at Crossbridge Wealth Management and Benefits Group.  She is responsible for overseeing many  operational areas, including establishing new accounts, coordinating our clients’ deposits and withdrawals, handling client inquiries, maintaining our firm’s Compliance requirements, and ensuring that the firm runs smoothly and efficiently.  She provides daily support to enable Dave and Ron to fulfill their responsibilities.  Jamie’s passion for people and relationships, passion for serving clients and meeting their needs, passion for building team relationships with Ron and Dave, and extensive industry experience and knowledge make her a true asset to the firm.

Jamie began her financial services career at JC Bradford and Co in 1992 as a Client Service Assistant.  In 2000, she received her series 7 securities license, thereby becoming a Registered Client Service Associate.  During her tenure in the investment business, Jamie held just about every administrative position in the office at one time or another.  She became the “go-to” person in the office for newer and even experienced administrative assistants when they required training or had questions.  She helped train new financial advisers on operational procedures.   She was administrative assistant to at least 10 different financial advisers over the years. 

Jamie is married to Bill and they have three wonderful children – Ashley, Samantha, and Emily.  Her personal interests all revolve around spending time with her family.  She loves many outdoor activities such as kayaking, scuba diving, and hiking.  She also loves to read spiritual and motivational books.  She has recently begun taking an interest in jogging.  She and her family attend Grace Fellowship Church, where Jamie is involved in the children’s ministry program.