Jamie Lynn Ross

As a financial consulting firm, we enjoy working with like-minded individuals or companies, who value intellectual curiosity and innovative thinking, complemented with the discipline of sound judgment. Our Private Client Strategies involve navigating a myriad of financial options to form actionable plans with a view towards wealth creation and preservation. We believe a desired outcome requires more than a strong thesis – aligned interests and effective execution are important ingredients for success. Our Business Client Advisory provides management consulting in the areas of strategic planning, commercial assessment, buy-side advisory (mergers and acquisitions), and optimizing enterprise value in consideration of a sale or to attract growth capital.