Jamie Smallcomb joined EagleStone Tax & Wealth Advisors in June 2020 as Tax Supervisor. She is responsible for assisting with client engagements, tax preparation, client communication and support, and new client development. Jamie has worked in public accounting for 22 years with experience in tax preparation and attest functions including audit/review and compilation.
Jamie holds dual Bachelors degrees in Accounting and History from King’s College in Wilkes Barre, PA. Jamie grew up in Philadelphia, PA where she flew high as a young gymnast. Now living in Silver Spring with her husband and son, she enjoys visiting DC’s plethora of museums, zoos and gardens. A life-learner, she is always looking for a new skill or hobby to expand her horizons.
Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.
Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.
Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.
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