Jamie Mundy is the founding partner of Core Financial Group. He graduated from The University of Michigan in 2001 and has spent the last 12 years as a trusted financial representative to business owners, doctors, executives and families. He has been described as a "financial contrarian" based on the success of his non-traditional approach to wealth building and retirement income strategies, developed over years of industry experience.
Prior to his achievements in the financial services industry, Jamie was the COO of a private physician group in southeast Michigan. This hands-on experience in practice management has given him valuable knowledge and understanding regarding the inner workings of medical practices and small businesses.
Jamie routinely speaks at seminars and workshops for business owners, physicians and professionals and has been featured several times on WXYZ Channel 7's Financial Survival Series. He carries his FINRA series 7, 6, 63 and accident, life insurance and health licenses.
Jamie and his wife Gina reside in Clarkston, MI with their three children. He enjoys traveling with his family, golf, health and fitness.