Jamie | Financial Advisor | Prepared Retirement Institute

Jamie Shoup CFP®

Financial Advisor

Jamie Shoup is a Financial Advisor who brings over 17 years of experience in the Financial Services Industry.  Since joining our firm in 2018, he specializes in financial planning for high-net-worth individuals and families with a focus on those nearing or in retirement.

Jamie is a graduate of Villanova University with a bachelor’s degree in economics and obtained his Certified Financial Planner™ certification (CFP®) in 2021.  Prior to joining Prepared Retirement Institute, Jamie spent 12 years as an investment consultant with Brinker Capital.

Jamie has been married to his wife for over 20 years and they have two daughters and a son.  When not in the office, he can be found at his children’s sporting events, visiting the beach with his family, or sometimes playing a casual round of golf.