Jamie Loebrich manages the key retirement plan client relationships. She uses over 10 years of experience in the Retirement Industry to help plan sponsors and individuals with their corporate retirement plans. Jamie schedules and prepares investment reviews, plan installation, helps individuals to rollover their retirement plans and IRA’s, assist plan sponsors with the administration of loans, hardships, and enrollments, plan amendments, benchmarking, communication, enrollment meetings, client updates and client reviews. Jamie previously worked at American United Life Insurance Company as a Sr. Regional Coordinator in the Retirement Plan Division. This extensive experience has allowed Jamie to bring her skills and caring professionalism to Bryson Financial Group.

Jamie has completed courses through American Society of Pension Professionals and Actuaries and has a Life License which has allowed her to expand her pension knowledge. She is knowledgeable in multiple areas of financial products including IRA’s, College Savings Plans, 401(k), 403b and Individual accounts.

Jamie is a caring individual and has a true passion for helping clients with making decisions regarding their retirement plan needs and goals.