Jamie Colonna

Personal CFO

I earned my B.A. in Psychology and Business Administration from Salisbury University in Maryland.  I have over 10 years of professional sales experience and attribute much of that success to possessing an extremely high level of organization skills and being a highly motivated individual.  I believe this experience as a sales representative selling health care products to the medical industry acts as an ideal foundation for working in the financial sector.

Attention to detail, good listening skills and empathy are qualities I am proud to bring to the team. My goal is to build long-term relationships with our clients and provide excellent customer service.

I took a step away from the corporate world for some time to start my family and enjoy spending time with my husband Rick, our two active kids, Benjamin and Hadley, and our French Bulldog, Gatsby.  When not working you can find me volunteering at school, taking a Barre3 class, coordinating my kids sports schedules or planning for our next family adventure.

Ultimately, my goal is to help others and I’m grateful for the opportunity!

Phone 503-912-2090
Fax 503-662-6205