Jamie Sumner

About Jamie Sumner

At Mill Street Financial, we get it. We understand the challenges and aspirations of financial professionals, and we\'re here to provide them with the tools and resources they need to take control of their destiny. With over a century of combined leadership experience, our executive team recognizes the obstacles faced by advisors and tailors our offerings to empower them to reach their true potential.In our supportive environment, professionals can aspire to their true value. We acknowledge that many advisors are not properly valued in the industry and seek to change that. Mill Street Financial offers an environment where professionals can truly shine, receiving the recognition and support they deserve.One of the key ways Mill Street Financial empowers its advisors is by giving them the opportunity to own their own firms. This allows them to shape their businesses according to their unique vision and goals, taking control of their destiny. By owning their books, advisors can develop strong, lasting relationships with their clients and build a thriving practice.In addition to owning their firms, Mill Street Financial encourages its professionals to define the culture of their own firms. We believe in fostering an environment where individuality can flourish, and advisors can create a culture that aligns with their values.To ensure success, we equip our team members with state-of-the-art systems that streamline their workflows. Our platform allows professionals to consolidate trading, reporting, and onboarding workflows into a single sign-on, making their lives significantly easier. This premium integrated technology is not just a luxury, but a necessity for those looking to take control of their destiny.

Experience

1. Founder & CEO

   Mill Street Financial, Llc

   Jun 2021 — Present · Portland, OR, US

   Servicing financial needs today requires the tools of tomorrow. Mill Street Financial is the culmination of years of experience and the fusion of legacy brands with technology and resources built for the future.As a Sr. Wealth Advisor, I am honored to be able to service clients with tools that align with their goals, and expand access to broad and unique options.

Education

• University of Oregon

  Bachelor of Science - BS, Business Administration and Political Science

  1999 — 2003