Jamey Durbin | Transfer and Account Specialist
Year Joined: 2012
Years of Professional Experience: 20+
What I love about Retirement Evolutions: Being part of a close-knit team working to put people’s minds at ease
Places I’ve Lived: Lexington, OH & Tucson, AZ
My Hobbies and Passions: Sports (watching/attending), spending time with family, exploring the outdoors
Jamey oversees the essential function of account paperwork for clients. First, he identifies and prepares all necessary transactional paperwork in an industry that loves paperwork. He then follows through with the various tasks of any submittals until the desired outcome is reached. He also ensures the information, accounts and notes in the client database are accurate.
Jamey’s Professional Story
Jamey and Jon met during college and have enjoyed a brother-like relationship ever since. Jamey graduated from the University of Arizona in 2000 with an engineering degree. After designing irrigation systems and working in quality control, he operated a landscaping company for 10 years. A diagnosis of melanoma was the catalyst for a change of scenery, and starting in 2012, he grew into a full-time position with Retirement Evolutions. Jamey draws on his analytical mind to ensure new accounts are processed with great attention to detail, his past relationships and life experiences to communicate with clients and his friendships to work together as a company teammate.
Jamey’s Personal Story
Jamey grew up in a small town as part of a large extended family in Ohio and moved to Arizona at 11 years old. He played sports year-round through college. If there wasn’t a ball involved, then it was a camping tent, snow board, bike or something outdoors. Jamey has an adult daughter who also graduated from the University of Arizona, and a wife with whom he shares a young son. His eight-year battle with cancer causes him to keep life simple in enjoying every day, appreciating life’s daily gifts and experiencing as many new and different things as possible.
We invite you to come into our office
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com, or call us at 520-399-6340 today!
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
LISTEN TO JOHN AND KARYN ON THE RADIO
“Let her sleep, for when she wakes she will shake the world.”
-Napoleon Bonapart speaking about China
General Motors recently announced the pending closure of three U.S. assembly plants and the discontinuation of six cars made at those plants. While large sedans are no longer big sellers in the United States, they remain popular in China, and GM will continue to manufacture them there.LISTEN
The Tax Cuts and Jobs Act of 2017 reduced federal income tax liability for some, but not all, Americans. Wealthy residents of California, New York, and other high-tax states could face a higher tax bill when they file their 2018 return.
While cutting tax rates on ordinary income, increasing the standard deduction and doubling the federal estate and gift tax exemptions, the tax legislation also capped the deduction for state and local taxes (SALT). While once open-ended, the SALT deduction is now limited to $10,000 ($5,000 if married, filing separately).LISTEN
Risk is a necessary element of any retirement plan – because investing in things like stocks which can decrease in value can also give you big increases. Today Jon and Karyn talk about how to manage the risks involved to your own tolerances to give you the right plan with the right amount of risk so that your money will be there whenever you need it.LISTEN
What sneak attacks could try to derail your retirement plans? Well, some include long-term care and other health costs, or kids coming back home as adults. Jon and Karyn discuss these and a number of other things which could throw your retirement plans for a loop if they are not addressed or planned for.LISTEN
We all know what a balance sheet is when it pertains to a business. Well, when we retire, we need to check our personal balance sheet – if it’s out of balance, we may not have the money and resources we need to retire in the first place. Today Jon and Karyn go over the steps which need to be taken to be sure your personal balance sheet is where it needs to be in order to live your best retirement.LISTEN