Tax Specialist

Jami Barkley

ChFC®RTP™EA

Jami is an expert when it comes to all of the behind-the-scenes tax planning that helps clients lower their “lifetime tax bill.”

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Jami Barkley, Tax Specialist
04 / 08Integrity Wealth Management

“My two favorite people (my daughters) came along for me to raise and homeschool, then walk with through high school and now college.”

Jami BarkleyTax Specialist

Professional

Jami has extensive experience preparing tax returns for clients, but more importantly, Jami is an expert when it comes to all of the behind-the-scenes tax planning that helps clients lower their “lifetime tax bill.”

Additionally, Jami has a unique ability to merge the worlds of financial planning and tax strategy, as she holds designations for both (and continues to expand her designations!).

In her own words

I have 13 years of tax planning experience, including education and designations toward financial planning. I have an accounting degree from the University of Georgia, and after several years of accounting work, my two favorite people (my daughters) came along for me to raise and homeschool, then walk with through high school and now college.

In 2010 I started my own tax planning practice, and I’ve earned the Enrolled Agent, Registered Tax Professional, and Chartered Financial Consultant designations, with Certified Financial Planner designation (CFP®) being the next goal I’m currently working towards.

Jami Barkley

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Loren Sherman

Founder & Financial Advisor

CFP® RICP® AIF® CRC® CKA® WMCP®

Jami Barkley

Tax Specialist

ChFC® RTP™ EA

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