Jamie Nikami Ta has been our Administrative Assistant since 2012. She received her Master’s degree in Asian American Studies from Cal State Long Beach, her Bachelor’s degree from Occidental College in Los Angeles, and a certificate in Geriatric Care Management from the University of Florida.

In her free time she enjoys playing volleyball, going to Disneyland, and shopping at her favorite store: Target. Originally from Seattle, she currently lives in Brea, CA with her husband and two dogs.

Jamie knows that when it comes to planning your retirement, staying organized and proactive can seem tedious and tiresome. She will help to make sure you stay on top of everything so you can meet your financial goals and follow through the process from start to finish.