Jamie Gerald

A financial plan is only valuable if the decisions behind it are carried through. Jamie Gerald helps make sure that happens.

As Vice President of Operations for NTXGen Advisors, Jamie oversees many of the day-to-day processes that turn conversations and recommendations into action. She works closely with clients, advisors, financial institutions, and other partners to coordinate account administration, paperwork, applications, transfers, service requests, and the many details involved in implementing a financial plan.

Jamie believes the client experience should remain personal and organized long after a planning meeting ends. Financial services can involve complicated processes, unfamiliar paperwork, and multiple institutions, and her role is to help make those steps easier for clients to navigate.

Her focus on communication and follow-through helps ensure clients understand what is happening, what may be needed from them, and what comes next. Whether she is coordinating an important transaction, following up with an outside institution, or helping resolve a service issue, Jamie works to keep things moving and make the process feel as seamless as possible.

Behind the scenes, Jamie also plays an important role in the systems and processes that allow the NTXGen team to consistently deliver a high level of service.

Outside of work, Jamie enjoys spending time with family and friends and staying involved with the people and activities that are most important to her.