Jamie Skaggs is dedicated to helping individuals and families simplify complex financial decisions and gain confidence in their financial future. She specializes in delivering personalized, goal-based planning that integrates investment strategy, tax efficiency, and income planning to create clear, actionable paths forward.
Since joining Boston Harbor Wealth Advisors in 2022, Jamie has worked closely with advisors and clients to ensure financial plans remain accurate, proactive, and aligned with evolving life goals. She plays a key role in analyzing client situations, identifying opportunities, and supporting meaningful planning conversations that go beyond the numbers.
Jamie is known for her approachable and relationship-driven style. She believes successful planning starts with truly understanding each client—what matters most to them, their aspirations, and the experiences they want to create for themselves and their families. Whether navigating major life transitions, retirement, or unexpected events, Jamie is committed to providing thoughtful guidance and steady support every step of the way.
With a strong background in retirement planning, portfolio strategy, and tax-aware distribution planning, Jamie helps clients confidently transition from building wealth to using it—while preserving long-term security and legacy goals. Her ability to translate complex financial concepts into clear, relatable strategies allows clients to make informed decisions with clarity and peace of mind.
Prior to joining Boston Harbor Wealth Advisors, Jamie spent 19 years with Ameriprise Financial, where she built a deep foundation in financial planning and client service. She also served as a Private Client Banker with JPMorgan Chase, further expanding her experience within the financial industry.
Jamie holds bachelor’s degrees in Financial Services and Human Resources with an emphasis on Employee Benefits. Her blend of technical expertise, empathy, and commitment to client relationships helps ensure every client feels supported, understood, and confident in their financial journey.
I grew up in a small town in Ohio—so small it had just one stoplight and where no one was a stranger. That strong sense of community, along with the values my parents instilled in me, shaped who I am today. From a young age, I learned the importance of hard work, responsibility, and showing up for others. That work ethic continues to guide the way I support and serve our clients today.
My husband, Jason, and I still live in Ohio, in a city that offers that same charming small-town feel—just with a few more stoplights. Our sons, Tyler and Thomas—now affectionately referred to as our “adult children”—are a big part of our lives. We’re a family that works hard and plays hard. We enjoy tackling DIY projects, big or small, and spend a lot of time gardening and caring for our home. When the work is done, you’ll usually find us outdoors—hiking, biking, kayaking, or walking our dogs, Sweetie (a Golden Retriever) and Winston (a Collie Retriever mix). I also enjoy reading to unwind and taking time to slow down.
At the center of everything are family and relationships. It’s rare that a weekend goes by without someone stopping by—siblings, nieces, nephews, or cousins—and we love welcoming everyone into our home. Sharing a meal, catching up, and simply being together is what matters most.
Growing up in a close-knit community, grounded in strong family values and a deep appreciation for hard work, shaped my belief in the importance of relationships. It’s a perspective I carry into every aspect of my life, especially in how I connect with and support the clients I serve.