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 JOHN AND KARYN ON THE RADIO
U.S. stock markets were enjoying an eighth consecutive year of a bull market until volatility toward the end of 2018 erased all of the past year’s gains.1 In times like this, as share prices continue to bounce back and forth on a day-to-day basis, investors close to or in retirement often transition to more conservative investments. One option is the municipal bond market.LISTEN
Thirty years ago, developed markets were seen as much more stable than smaller, emerging countries. But as political division and uncertainty permeates the West, the differences have faded, and emerging markets (EM) have shed the high-risk perception that accompanied foreign investment.
Sound government situations, conservative monetary policy and lower levels of debt were once staples of developed markets, while EMs posed higher risks with regard to politics and central bank policies. EM countries have evolved, along with their institutions and policies, while populist politicians have gained prominence in the West by touting the benefits of isolationism and protectionism.1LISTEN
If you look on the internet, you can find step-by-step instructions to do almost anything. But what about retirement planning? You can get a lot of information but putting the final plan together is something best done with professional help and guidance. Today Jon and Karyn provide four areas where a financial pro can be most valuable in getting things in shape for your post-working years.LISTEN