portrait of Jamie Teeter-Dodd
FINANCIAL ADVISOR
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Serving clients with $250,000
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Focus Areas

  • Wealth Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • LGBTQ+ Finances

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Community Outreach
  • Volunteering
  • Wine Collecting/Enthusiast

Team Members

  • Leslie Balfanz
    Sr. Branch Office Administrator
  • Catherine Peckham
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 04:00PM
Tue 07:00AM - 04:00PM
Wed 07:00AM - 04:00PM
Thu Closed for Holiday
Fri 07:00AM - 11:00AM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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