The Team Behind Your Strategy

Real people focused on meaningful conversations around your important decisions.

James "Jamie" Jones, CLTC^®

Founder & Financial Advisor

James “Jamie” Jones, is the Founder of Proficient Wealth Strategies, where he helps individuals, families, and business owners bring clarity and structure to their financial strategies. He works closely with clients to design personalized financial strategies and provide clear direction that aligns with what matters most to them.

Jamie specializes in comprehensive financial strategies, risk management, and business owner strategies, guiding clients through decisions around retirement, protection, and wealth building. He believes financial advice should simplify life, not complicate it, and is committed to helping clients move forward with confidence and intention.

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Wendy Crumbley, ACS^®, AIRC^®

Client Relations & Support

Wendy Crumbley is a core member of the Proficient Wealth Strategies team, bringing decades of experience within New York Life and a deep understanding of the operational side of financial services. Her background in contracting, licensing, and internal processes allows her to support both advisors and clients with accuracy, efficiency, and care.

Known for her attention to detail and collaborative approach, Wendy plays a key role in supporting both the team and the clients we serve. Her focus on service and follow through helps bring each financial strategy to life with confidence and care.

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