Jamie Cornehlson, CFA®

School of

Jamie Cornehlson, CFA® - Partner at Meld Financial

Join us for our next Meld University webinar: Defense Wins Retirement: Shifting Your Strategy from Growth to Income on August 25th from 3:00 – 4:30 PM CDT with speaker Kyle Whittington, CFP®.

Click here for more details and to rsvp.

 

Jamie started in the financial services business in 1994. Jamie worked with the Gartner Group, then Soundview Financial and Bear Stearns before starting his own Registered Investment Advisory practice, Capstone Investment Financial Group (Initially Dunn Warren) in 2000. Capstone provided portfolios to advisors to use with their clients. As advisors, and subsequently their business owner clients wanted help with getting what they want from their business, Jamie took his knowledge and experience of running a business to other businesses to help them implement tools to become more effective and accountable. Jamie first started working with Meld in a coaching capacity in 2014. Jamie is an implementer of the Entrepreneurs Operating System ® (EOS), a complete proven system of simple practice tools to help business owners achieve three things: Vision, Traction and Health.

Why Meld Financial?

Meld Financial, Inc. is an independent wealth management firm located in Birmingham, AL.

We specialize in financial planning, investment management, employee benefits and executive benefits for individuals, families, trusts, foundations and institutions.

We provide independent and objective services melded with customer-driven financial goals.

Mark McGarvey - President - Meld Financial

“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”

-Mark McGarvey, President