Our Team

Jamie Thompson

Jamie Thompson joins Socha Capital as a Financial planner with over 8 years industry experience. She specializes in working with multi-generational wealth planning and individuals who fall within the “Critical 10” {5 years pre-retirement and 5 years post-retirement}.

At the end of the day, my job involves helping highly affluent Business Owners, Entrepreneurs, and Families address complex tax and financial strategies. Our team is unique in the way we approach planning through our unwavering commitment to prioritize personalized attention, transparency, and proactive communication to ensure our clients make well-informed unbiased decisions. 

In my free time you might find me: hanging out with my family, enjoying a nice cup of coffee, in the kitchen manifesting something delicious, or simply enjoying the great outdoors. I am a mom first, which makes me passionate about preparing strategies that last generations.

If you are ready to optimize your potential, lets chat!

jamie@jeffsocha.com