Jamie Welch

My goal is to help people understand the importance of money in their lives.

My family "business" is education, with both parents and an older brother retired from teaching and administration. That is how I approach conversations about money, finances, markets and wealth. I seek to understand the experiences, questions and concerns that are unique to each person, and then work together to develop solutions.

I grew up in Greenville, South Carolina, where my mother still lives. My two older brothers live in Charlotte and Augusta, Georgia. I graduated from Wofford College with a BA double major in English and history, then...