Enrolled Agent/Client Service
Jamie joined the Murphy Wealth Management Group team in October 2021 with the goal of further integrating tax preparation and planning with the firm’s core retirement and financial planning services. As a Pace University alumni Jamie received his degree in Accounting and Finance and has gone on to build his experience in individual income taxation, most recently completing the IRS Special Enrollment Examination and receiving his designation as an Enrolled Agent in December 2022.
Jamie’s experience in taxation and customer service has been an asset to the MWMG team as both a Tax Preparer and Client Service Representative. Jamie is currently pursuing his license to become the team’s next Financial Advisor, and has set his sights on the long-term goal of becoming a Certified Financial Planner.
Professionals associated with Murphy Wealth Management Group may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Murphy Wealth Management Group, a registered investment advisor; or (2) solely tax professionals of MWMG Tax Services, and not affiliated with LPL Financial. [Tax/accounting/CPA] related services offered through MWMG Tax Services DBA MWMG Tax Services is a separate legal entity and not affiliated with LPL Financial, LPL Financial does not offer tax advice or [Tax/accounting/CPA] related services.