My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

 
Jamie Critelli

Jamie Critelli

Associate Financial Representative

jamie.critelli@nm.com

406.522.4784

Jamie Critelli is an Associate Financial Advisor for Kaiser Skaggs Wealth Management. She is responsible for client’s portfolio planning and implementation, and asset allocation and analysis. Jamie also leads the construction of the firm’s financial planning analysis.

Jamie’s industry experience includes working as an Associate Financial Advisor providing support on investment management, financial planning, college savings, life insurance, and estate planning.

She received her Bachelor of Science in Human Service from Montana State University-Billings.  She is FINRA registered and holds a Series 6 and 63 licenses as well as Health and Life Insurance License. 

She enjoys each moment spent as a wife and mother of two school aged children. She enjoys cross country skiing, hiking, yoga and cheering her children on at their various activities.

 

James Derrick Kaiser
Financial Advisor


Kaiser Skaggs Wealth Management Group

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck