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 firstname.lastname@example.org, 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 JON AND KARYN ON THE RADIO
March 9, 2019, marked the 10th anniversary of the current bull market, the longest-running in U.S. history. In that decade, the market more than quadrupled, and when you factor in dividends, it’s up fivefold.
The short-term spikes over the past few years coupled with corporate share buybacks have served to keep performance humming. As we move forward, a few points of note:LISTEN
Retirement planning is like building a house – it needs a strong foundation. In this case, the foundation of a good retirement plan features eight specific pillars to build on – things like assets, income, and protective features that retirees need. Jon and Karyn go over what they are and how they fit into a plan to be sure your retirement goes as smoothly as possible.LISTEN
When Lessie Brown, a 114-year-old woman from Ohio, passed away in January, her family attributed her longevity to the fact that she ate a sweet potato nearly every day until she was well past 100.LISTEN
Unexpected developments can derail your retirement assets – things such as kids living at home longer than anticipated, the rising cost of both college (for the kids) and long term care (for parents, or maybe yourself). Not to mention that today’s retirement strategies are different than those of a generation ago. Jon and Karyn go over these and many more scenarios that your plan should take into consideration as retirement draws closer.LISTEN