"I feel that Jamie has a vast understanding of financial planning and disability policies. Working with her has enabled me to plan for retirement and given me the security that if I were to become ill or injured, my family and I would be well protected."
- Dr. Trygve Hutto, Anesthesiology Resident
"Jamie is young and energetic! As a medical resident with huge debt and relatively low income, Jamie empathizes with my situation and tries to make the best of it. She gives sound advice for every income bracket."
– Dr. Katie McPeak, Pediatric Resident
"Jamie sets herself apart from others by her attention to detail, responsiveness, and outstanding customer service. I chose to work with Jamie, because I trust that she is looking out for me and my family. I would recommend Jamie to others because she is a true professional who does her job well and allows me to do mine without worrying about my financial planning."
- Dr. Lisa Van Bramer, Emergency Room Physician
"Jamie is great to work with. She understands the financial needs of physicians and how these needs change from residency to starting a practice. She is very accommodating to a physician's busy schedule."
- Dr. James Eule, Orthopedic Surgeon
"I would recommend Jamie to others because she is always available and she understands my lifestyle and needs and is extremely sensitive to them. Also, she has a great disposition."
- Dr. John Lopez, Neurosurgery Resident
"Jamie has been very helpful to my husband and I in our financial planning. She has experience working with physicians and understands our specific financial needs. Jamie clearly has our best interest in mind when recommending companies or funds. She presents a well balanced and clearly understandable financial plan to meet our goals."
- Dr. Danielle Smith, Pediatric Fellow
"I chose to work with Jamie because she works with a lot of other physicians in situations similar to mine. She has an enormous knowledge base, explains things well to me, and I feel she really does consider my needs. Jamie really helped me with understanding why I need disability insurance and the best type to suit my needs. I would recommend her to others because she and her staff are so easy to work with and are highly intelligent about all things financial. She sets herself apart from others by having such a well-rounded approach to the client and his/her individual needs."
- Dr. Elizabeth Ham, Internal Medicine Physician
"I've really enjoyed working with Jamie. She has a lot of experience working with physicians and came highly recommended. After meeting with her, I felt confident that she had my best interests at heart and knew what issues were especially relevant to physicians."
- Dr. Neide Fehrenbacher, Emergency Room Physician
"My wife and I really appreciate Jamie's personal yet professional attention and service. Jamie's assistance has been very valuable in establishing and building our financial plan. It is a plan made to fit our personal needs and goals."
- Dr. Darin Vaughn, Pediatric Resident
"I liked working with Jamie because she was flexible with my schedule as a resident. She is very accessible when I had concerns, and treated them all in a very professional manner. As a resident with a family, she dealt with our family as a whole rather than myself as an individual. Also if I did not have the time she was happy to meet with my wife to take care of matters. My family and I have been really happy with KF Financial and would recommend them to future residents
- Dr. Mark Leber, Orthopedic Surgery Resident
"Jamie helped me protect my income with a disability policy that covers me in my medical specialty when I needed it and went out on claim. I like working with Jamie because she works with a lot of other medical residents and physicians and understands where I am coming from. Jamie has been very instrumental in helping me with my financial planning. I chose to work with Jamie because she represented me, the client, as opposed to working for a particular company."
- Dr. Conrad Epting, Physician Pediatric Intensive Care Fellow
Top of Page
|
