Jamie Bower is the founder of Summit Wealth Design, where he applies a grounded, real-world approach to financial planning. With over a decade of experience in finance and benefits education, he specializes in helping pre-retirees and business owners develop safe, tax-efficient retirement strategies—eliminating guesswork and instilling confidence. What distinguishes Jamie isn’t just his professional background, but his personal journey. After navigating the confusion and stress of managing his own family finances, he was driven to build something different: a financial planning firm centered on people, not just products. Summit Wealth Design reflects that vision—combining modern strategies with a coach’s mindset to create an experience that’s as compassionate as it is practical. Jamie is known for listening first, simplifying the complex, and genuinely caring about his clients’ success. Outside of work, he proudly embraces his roles as a girl dad, jiu-jitsu student, and wrestling coach. He understands the grind of balancing career, family, and purpose—and brings that same grit, integrity, and heart into everything he does, whether on the mat, in the gym, or guiding a client toward a better financial future.
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Summit Wealth Design. Summit Wealth Design is a separate and unaffiliated entity from Simplicity Wealth.
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