By Steven Jamison, CFP®, CPA
People choose their respective careers for many reasons, whether it’s potential for advancement, a desire to use their skills in a specific arena, or even income possibilities. But for me, it was a passion to serve, a curiosity to learn, and a spirit of teamwork and commitment to clients and colleagues.
I wanted a career that would allow me to add value to people’s lives and help them achieve a bigger future they’d only dreamed of. With an interest in finance and an understanding of how much of an impact money makes, I decided to put my passion into action as a wealth advisor.
Growing up, I had an early curiosity about how the markets work. I remember reading market news in the local paper and thinking how fascinating it was that this network of buyers and sellers across the country (and even across the globe) is what drives our economy. I discovered how the decision making of the participants in this network is rooted in the flow of financial accounting information. With this in mind, I pursued a degree in accounting and soon became a Certified Public Accountant.
After starting my career at a financial services and telecommunications consulting firm in Dubai, my wife and I decided to move closer to her family in Oregon and join my father-in-law Phil Green in his wealth advisory and CPA firm. At that time, I obtained my Series 65 license and earned the CERTIFIED FINANCIAL PLANNER™ designation. It was my privilege to practice with and be mentored by Phil until his passing in 2016. It has been my quest to honor his legacy in leading his firm in the next phase of its growth and development…
A New Chapter
Our firm has experienced tremendous growth in recent years, in no small way also directly related to the success our clients have had in their business and personal pursuits. As a part of this growth and evolution of our firm, in 2021 we welcomed Dennis Hanson and his team who joined our firm and as a result we adopted the Jamison Hanson firm name.
While our name and team members have changed over the years, our firm has remained grounded in our core values. We take seriously our fiduciary duty in the standard of care we provide to our clients. We seek to do the right thing at the right time in the right way. We value the relationships we have with clients, colleagues, and community.
Since our firm’s founding nearly twenty years ago, we have espoused an evidence-based investment philosophy of focusing on factors within our control, such as consistent savings, balancing risk and reward, and proper diversification. Through my education, I discovered that not all investment approaches are created equal. My education and professional experience have demonstrated to me the merits of this evidence-based approach, observing not only the financial rewards but also the peace of mind and positive client experience outcomes.
Too often, clients are swayed by the noise of the 24-hour news cycle and the ever-changing forecasts and opinions of pundits and experts. This can have devastating effects on their financial futures. I strive to always provide my clients with a balanced investment approach, one that takes all aspects of their finances into account.
The Best Part
The best part of my career as a wealth advisor is that I discovered the power of planning and the confidence that can come from being prepared. Not only do I find my job enjoyable and fun, but it also makes a big impact on clients with whom I have the privilege of developing deep relationships.
I strive to continuously educate my clients on the implications of financial choices. Spending time with them and hearing their successes gives me a sense of pride that I’m able to provide comfort and relief to a client in a time of need. It is so fulfilling to make life easier for those we serve, enabling them to reach their goals and feel confident in their financial futures.
The Next Step
Pursuing and achieving goals is much easier when you aren’t alone in the process. A helpful guide and advocate can make all the difference. For those of you that we already serve, we thank you for your continued trust and confidence.If you or someone you know is interested in learning more about how I serve my clients, I encourage you to contact me today for a no-obligation get-acquainted meeting. Schedule a 15-minute introductory call online or reach out to me at (503) 391-1040 or email@example.com.
Steven Jamison is President at Jamison Hanson, a full-service, fee-only financial planning and accounting firm. As a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional with more than 10 years of experience, Steven uses his specialized knowledge of tax, financial, and estate planning matters to enhance the lives of those he serves, in particular estate personal representatives and trustees and professional practice owners (especially dentists) in Oregon and across the country. With a passion for simplifying finances, optimizing opportunities, and saving money, Steven provides customized wealth advisory and accounting services, including investments, income and estate tax planning and compliance, and retirement planning, so that his clients can stress less and feel more confident about reaching their goals.
Steven prioritizes his clients, building long-lasting relationships that make a significant impact on their financial lives. He graduated cum laude from Brigham Young University with a Bachelor of Science in Accounting and is a member of the Willamette Valley Estate Planning Council and American Institute of Certified Public Accountants. Outside of work, Steven enjoys spending time with his wife, Rachel, and their five children. You can often find him adventuring in the outdoors—biking, hiking, traveling, and swimming. In addition to the Willamette Valley, they enjoy the splendor of the high desert of central Oregon and lush beauty of the Hawaiian Islands. To learn more about Steven, connect with him on LinkedIn