Curriculum Vitae

JAMIE MILNE, CFP®

jmilne@milnefeeonly.com

Clients have benefited from Jamie’s advice for over 15 years.  Jamie enjoys helping clients work through their financial goals, problems, and questions.   Jamie obtained a B.S. in finance and his MBA from Babson College, and is an active member of the National Association of Personal Financial Advisors and the St. Johnsbury, VT Rotary Club. Outside of financial planning Jamie enjoys running, cars, and spending time with his three daughters.

EDUCATION

  • Babson College, Wellesley, Massachusetts, BS Finance, 1981; MBA, 1983
  • Stonier Graduate School of Banking, 1989
  • Certified Financial Planner™ professional (CFP®), College for Financial Planning ,1989
  • Basic Divorce Mediation, 40 hours, 1995
  • Institute for Divorce Financial Analyst (CDFA), 1997
  • Financial Divorce Association, Financial Divorce Specialist (FDS), 2005
  • National Association of Personal Financial Advisors Conferences, 1995 to present

WORK EXPERIENCE

Milne Financial Planning, 1/1996 to present

Faye Kathryn Doria/Financial Guidance Associates, Inc., 1/1996 to 3/2000

Community College of Vermont, Fall 1996 to 2003

  • Instructor: Introduction to Business, Small Business Management, Marketing and Financial Management

Mass Mutual and John Hancock, Commissioned Agent, 2/1993 to 12/1995
Banking 1/1981 to 5/1992  

  • Treasurer, Granite Bank, Barre, VT; Board of Directors, Granite Bank, Barre, VT; Small Business Lender, Howard Bank, Burlington, VT; Systems Conversion Director, Banknorth Group, Inc. Burlington, VT

MEMBERSHIPS AND LICENSES

National Association of Personal Financial Advisors (NAPFA):

  • Member 1996-present
  • National Board Member, 9/2002-8/2005
  • Treasurer, 9/2003-8/2004
  • Board Chairman, 9/2004-8/2005
  • Northeast/Mid-Atlantic Regional Director NAPFA, 5/1999-5/2002
  • Chair Northeast/Mid-Atlantic Regional Conference, Burlington, VT 2001

NAPFA Consumer Education Foundation, Vice-President 9/2005-8/2008

  • Your Money Bus 2008 – present: “Your Money Bus” was a program created with the intention of helping educate consumers on the need to reduce personal debt while increasing savings.  The program is armed with hundreds of NAPFA members and financial advisors who are ready to deliver free financial advice to consumers who have questions about their personal financial well-being.

Barre Rotary:

  • Member 1997-2007
  • President, 2001-2002
  • Rotarian of the Year, 1998-1999
  • Secretary, 2002-2004

Saint Johnsbury Rotary:

  • Member 2007-present
  • Vice President 2010-2011