Jamieson Financial helps successful, client-focused financial advisors, CPAs, attorneys, and trust officers solve their clients’ estate, legacy, and extended care challenges.
We recognize that each investor’s situation is unique, and we work with our partners to design customized solutions to those challenges. Our guiding principles include working with integrity and honoring our partnerships, while always striving to enhance the financial well-being of the client and their family.
Edward S. Jamieson, CLU
Edward Jamieson, CLU, is a graduate of Xavier University, and has been in the insurance business for more than 30 years. Mr. Jamieson formed his own company in 1980 and joined M Financial Group, one of the nation’s leading financial services design and distribution companies, in 1998. Today, Jamieson Financial Services remains an independent firm with access to differentiated products and services available exclusively to M Member Firms.
Edward Jamieson is a member of the Society of Financial Service Professionals, Advanced Association of Life Underwriters (AALU), Million Dollar Round Table (MDRT), Qualified for Top of the Table, and The Forum 400. He has been in Strategic coach, a program for entrepreneurs, for over 15 years. He is actively involved with his community and various charities and non for profits.
Edward Jamieson works with closely held corporations and professionals in asset protection, executive compensation plans and employee benefit programs.
Certified Private Wealth Advisor®
David L. Rogers
Successful, affluent families and their advisors work with David to help achieve their wealth accumulation and legacy goals. David’s core competencies include working with executives, closely held businesses, and with families focused on building and protecting multi-generational wealth. David’s core values include integrity and honoring our partnerships, while always striving to enhance the financial well-being of the client and their family.
David is a Certified Private Wealth Advisor®, which is the only designation in financial planning that focuses exclusively on the needs of high net worth individuals and families. David is active in the financial planning community, and is a licensed continuing education provider for CPAs and attorneys. He is a member of the prestigious Forum 400, an organization limited to 400 elite advisors who share the common goal of providing leading-edge services with the highest ethical standards to the high net-worth community.
David began his career with Deutsche Asset Management and John Hancock Financial Services, where he held various management and leadership roles. David lives with his wife, Peggy, and their three children in Wilmette, IL. You may reach David by phone at 312.286.4134 or via email at firstname.lastname@example.org.
Matt works with individuals and businesses on their life, disability, and long-term care insurance needs. He also oversees the firm’s IT and Marketing operations.
Prior to joining Jamieson Financial Services, Matt worked with a construction consulting firm specializing in owner’s representation and project management. Through various positions, he worked directly with owners on all phases of the construction process, including budgeting, schedules, as well as managing contractors, the architect, and third-party vendors.
Matt graduated from the University of Denver with a Bachelor of Science in Business Administration. He was a Cherington Global Scholar and studied at the University of Queensland in Australia. Actively involved in his community, Matt works closely with the Boys Hope Girls Hope Junior Board, Loyola Academy’s Mentor Program, and the Pritzker Military Library Aux Board.
Bob Reece is a graduate of Evanston Township High School (ETHS) and Loyola University, earning his degree in Business Administration. Following a successful career in sales and sales management at Xerox Corporation, Digital Equipment Corporation (now HP), and Dun & Bradstreet Corporation, in 2006, Bob started a new career in the financial services industry, offering a wide range of insurance products for individuals and businesses, including Individual & Business Insurance, Disability Income & Long Term Care Protection, Auto, Homeowners, Rental, and others.
Bob believes in providing service to others. He was the first African American to serve as president of the Board of Directors of the McGaw YMCA, was co-chair of the McGaw YMCA 125th anniversary celebration and also co-chaired “Unforgettable,” a celebration of Evanston’s Emerson Street YMCA, which served the African-American community from 1909 to 1969. Bob has been involved with the Fellowship of Afro-American Men (FAAM) youth basketball league for nearly 40 years, the Chessman Club that provides service to the youth and elderly. He also works with the Evanston Community Foundation that supports local organizations to achieve their missions to accelerate change through the power of philanthropy.
Knowing that one’s personal, business, and family future well-being is protected is Bob’s #1 Priority!
Phone: (847) 441-4200 x226
Michael W. Clark
Mr. Clark received his BS in Finance from the University of Illinois at Champaign in 1970 and in 1987, he received his MS in Financial Services from the American College. Mr. Clark is a former president and board member of the Chicago Chapter of the Society of Financial Service Professionals and is a member of the FPA, the Financial Planning Association of America. He is a registered Investment Advisor.
Mr. Clark works closely with clients, who desire an overall, integrated financial planning approach to their personal situations. Together with his clients’ legal and accounting advisors, Mr. Clark helps develop and implement planning strategies for clients by using a variety of insurance and investment products.