Direct Access to Experienced Leaders.

With nearly 30 years in the financial services industry, Jamie brings both experience and an unsurpassed amount of passion and enthusiasm to his role. Responsible for all day-to-day operations within SFA Partner’s. His primary focus is to develop and execute strategies that will align resources to provide both platforms and tools that effectively support the business growth of our financial advisors. He believes strongly that SFA’s unique value proposition resonates with the independent advisor. That value proposition is: being treated as truly independent, a culture of community and collaboration, a supportive and experienced compliance team, and a robust menu of well vetted investment solutions to meet various client needs.

Jamie joined SFA Partners in 2017 as Vice President of Business Development. Prior to his joining SFA, Jamie spent 22 in various Sales/Distribution and Wholesaling roles within the industry. Jamie is a graduate of the University of Connecticut School of Business. He holds his Series 24 and 7 as well as the CRPC® Designation from the College for Financial Planning.

Responsible for overseeing SFA’s Corporate Compliance Program and Policies, Julie leads with the experience and knowledge of more than 20 years in the financial services industry. Prior to joining SFA, Julie was Senior Industry Consultant at Mainstay Capital Market Consultants, LLC, providing consulting services to registered investment advisors. Julie also served as Chief Compliance Officer of Advisory Services Network, LLC, an affiliated SEC-registered investment advisor for independent advisors. Previously, she has served as Chief Compliance Officer for FISCO Investment Management LP, an SEC-registered investment advisor which managed 3(c)1 and 3(c)7 private funds, as well as Vice President and Chief Compliance Officer of Old Mutual Financial Network Securities, Inc. (“OMFNS”) in Atlanta, and the Assistant Vice President and Chief Compliance Officer-Securities for its affiliate, OM Financial life Insurance Company of Baltimore.

Throughout her career, she has learned to appreciate both the entrepreneurial spirit of the independent financial professional, and the challenge of building and managing compliance programs to help guide that spirit without crushing it.

Julie has passed the Series 7, Series 24 and Series 66 exams. She earned a BA in Psychology from Transylvania University in Lexington, KY, and undertook graduate studies in Developmental Psychology at Emory University in Atlanta.

Julie has served on the Editorial Board of the Journal of Securities Law, Regulation & Compliance, and is a participant on industry panels.

Michael C. Bryan is a 25 year veteran of the financial services industry. His primary focus has been providing solutions within the advice industry. He began his financial services career within an RIA where he was involved in all aspects of managing an RIA and providing advice to mass affluent and high net worth clients. Later he worked on the institutional side of Fidelity in sales and relationship management for dozens of RIA entities. In 2005 he joined Triad Advisors, an independent Broker Dealer and RIA where he built out and managed an industry-recognized advisory platform and team serving entrepreneurial advisors nationwide. Later, he and his colleagues founded a sister RIA, Triad Hybrid Solutions (THS). THS provided a suite of technology, operational, compliance and consulting services to advisers seeking to use the RIA-only custodians such as Fidelity Custody and Charles Schwab, He is an outspoken advocate for unbiased financial advice via industry organizations, public speaking engagements, and publications.

Michael is active in his church and community. He co-founded "Do Unto Others" (D.U.O), a small community mobilization organization that encourages hands-on volunteerism. He has enthusiastically provided mentorship as a youth sports coach for the last 17 years. He is a proud father to three very active children.