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Jamie Boss

CFP®, RFC, CCFC

Jamie Bosse is a Principal and Wealth Manager with a particular passion for working with young professionals and families. She helps clients take control of their cashflow so that they are set up to fund their short and long-term goals. Jamie finds it extremely rewarding to see people organize their financial lives, maximize their human capital, and get closer to living the life they envision. 

Prior to joining Aspyre in 2013, Jamie started her career in Dallas then spent seven years at a big bank in Portland, Oregon. While in the Northwest, she served as President on the board of the Oregon and Southwest Washington Chapter of the National Financial Planning Association (FPA). She has continued her involvement with FPA in Kansas City, and is also a financial services mentor. She is board member at Kansas State University and Leadership Manhattan board member for the Manhattan KS Chamber of Commerce.

Jamie was selected for the Investment News 40 Under 40 list in 2020. She was the recipient of the Professional Rising Star award and graduation speaker for the K-State University College of Health & Human Sciences in 2019. She has been featured in the Journal of Financial Planning, and Investment Advisor Magazine, and is a frequent contributor to The Kansas City Star, KCUR Radio and financial podcasts among others.

The mother of four is the author of a children’s book series, Milton the Money Savvy Pup. Her first “grown-up” book, Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future, is  targeted at helping parents in their 20’s, 30’s, and 40’s take control of their financial lives.

EDUCATION

  • BS in personal financial planning, Kansas State University

CERTIFICATION

  • CERTIFIED FINANCIAL PLANNER™

  • Registered Financial Consultant

  • Certified College Financial Consultant

SPECIALTIES

  • Cash Flow Management Strategies
  • College Planning
  • Integrated Wealth Management
  • Retirement and Financial Independence Planning

More About Jamie

Focused on providing financial education to children and their parents, Jamie volunteers her time reading books at school assemblies, day care centers, libraries and bank events. She donates over 100 of her books each year to these events and other organizations like Boys and Girls Club. Branded the Money Boss Mom, she is a prolific author, advocate and social media contributor. Her daily video clips deliver tips and reminders to keep people on track with their financial aspirations. She is also a frequent speaker within the Building Better Moms community, and is a presenter with the Kansas City PBS/Flatlands Channel on Simplifying Your Finances.

Between work, volunteering and a very active family, life is busy for Jamie. She’s right in the thick of it and couldn’t be happier.

 

 

 

 

“Don’t sacrifice what you want most for what you want right now.” – Peter Vidmar