Jamie L. Felker, MAOM, AIF®

With three decades of experience in the financial services industry, Jamie is dedicated to guiding clients with clarity, confidence, and care. His primary focus is advising individuals on their personal finances, helping them make informed decisions, achieve meaningful goals, and experience consistently exceptional service.

As CEO, Jamie advances Abundance’s mission by overseeing organizational performance and fostering an environment designed for the success of both the firm and its clients. A graduate of a highly regarded Six Sigma program in systemic and sustained process improvement, he also brings extensive experience and knowledge in designing, implementing, and managing retirement plans. This combination of strategic leadership and hands-on advisory experience allows Jamie to deliver lasting value across every relationship he supports.

Education & Certifications:

• M.A. Organizational Management, University of Phoenix
• B.S. Business Management from Robert Morris University
• A.S. in Aviation & Commercial Pilot, CCBC
• Accredited Investment Fiduciary® (AIF®)
• Certified Six Sigma Black Belt
• Life, Accident, and Health Insurance Licensed