About Jamie

Jamie’s comprehensive knowledge includes income tax, estate tax and personal financial tax planning. She works extensively with high-net-worth families, trustees, business owners, executives and charitable organizations to structure and coordinate transactions around family wealth preservation, wealth transfers, charitable transfers, asset protection and closely held enterprises’ business matters, along with tax compliance for multigenerational families and closely held businesses. She started her career with RSM in Chicago and moved to the Houston RSM office in 2012.

Professional affiliations

• Texas Society of Certified Public Accountants
• Houston CPA Society
• Houston Business and Estate Planning Council
• Houston Estate and Financial Forum
• Houston Estate Planning Association Study group
• American Women’s Society of Certified Public Accountants
• American Institute of Certified Public Accountants
• RSM National Advisory Board for Private Client Services Team
• Leading the RSM committee around developing risk management practices related to the federal gift and estate tax compliance and consulting projects
• Active in developing and training RSM national, regional and local training in areas of individual income taxation and estate, gift and trust taxation (2007 to the present)

Education

• Master of Science, taxation, Cum Laude, DePaul University, Chicago, Illinois
• Bachelors of Science, accounting and finance, Summa Cum Laude, DePaul University, Chicago, Illinois

Awards

• Texas Society of Certified Public Accountants, “2015 Rising Star Honoree—20 under 40”
• Houston CPA Society, “2015 Young CPA of the Year”
• Houston CPA Society, “2014 Rookie of the Year”
• Illinois CPA Society, “2011 Distinguished Service Award”
• RSM, 2010 national award winner in the “Excellence” category
• RSM, 2009 national award winner in the “Most Success-Driven Individual” category
• DePaul University dean’s list and Division 1 student-athlete