About Us


Jamieson Financial Services 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.

Our Team


Edward S. Jamieson, CLU


Phone: (847) 441-4200 x222
Email: [email protected]

Matthew Jamieson

Vice President

Phone: (847) 441-4200 x233
Email: [email protected]

David L. Rogers, CPWA®

Certified Private Wealth Advisor

Phone: (847) 441-4200 x221
Email: [email protected]

Robert Reece

Insurance Professional

Phone: (847) 441-4200
Email: [email protected]

Michael W. Clark

Investment Advisor Representative

Phone: (847) 441-4200 x226
Email: [email protected]


Amber Marshall

Office and Client Services Manager

(847) 441-4200 x231
[email protected]

Amanda Davis

New Business Manager

(847) 441-4200 x230
[email protected]

John Atwood

Account Executive – Employee Benefits

(847) 441-4200 x236
[email protected]

Tim McCarthy


(847) 441-4200 x238
[email protected]

Terie Kata

Para Planner for Mike Clark

(847) 441-4200 x227
[email protected]

Tom Rothschild


(847) 441-4200 x229
[email protected]

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