Jamie Bosse, CFP®, RFC
Lead Financial Planner

Jamie works with clients to help them “Master What’s Next” by clarifying their goals, creating a financial plan, and taking action.  At Aspyre we believe in living your best life.   Jamie helps her clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along the way.  She finds it extremely rewarding to see people organize their financial lives, maximize their human capital, and get closer to their life goals.

In 2020, Jamie was named to InvestmentNews 40 Under 40,  Bosse was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make their list.

Jamie enjoys writing financial articles and has been featured in the Kansas City Star, KC Parent, The Journal of Financial Planning, The Register, Solutions, and Investment Advisor Magazine.  She has also published a children’s book, Milton the Money Savvy Pup.

She is serving as Chair of the Personal Financial Planning Advisory Board for Kansas State University’s undergraduate program.  While serving as president in 2016 and 2017, she helped implement a Professional Connection Event where students can connect and network with seasoned professionals.  Jamie has a passion for mentoring and financial literacy for all ages.  She is actively involved in the Kansas State mentorship program and enjoys volunteering for Junior Achievement and her local church.

Jamie holds a Bachelor’s Degree in Personal Financial Planning from Kansas State University (2004) with a minor in Business Administration.  She obtained the Certified Financial Planner™ certification in 2008.  Jamie is an active member of the Financial Planning Association and International Association of Registered Financial Consultants and has served as a past board member and President of the FPA of Oregon and SW Washington.  She is currently on the board for the Greater Kansas City chapter of the Financial Planning Association.

Strengths:  Positivity, Individualization, Woo, Includer, Learner

Favorite things:  Cute photo ops, Chuck Taylor shoes, ping pong, laughing, 90’s dance music, theme parties, chai tea lattes, and sunny vacations.

Favorite things to do:  Entertain friends and their families, BBQ, attend K-State sporting events, and visit friends around the world.

Unfulfilled Dreams:  Having something so powerful to say that it is a Ted Talk, appearing on the Ellen show, and becoming a famous financial blogger for young parents.

Accomplished Dreams:  Writing a children’s book about financial literacy.  Hopefully, more to come!

Favorite foods:  Pizza, dark chocolate, and air-popped popcorn

Ready to achieve your financial dreams?