About the firm

A licensed professional, not a call center

Financial Strategy Pros, LLC is a Georgia limited liability company operating since January 2015 and has served clients continuously since. Every client relationship is handled directly by the firm's founder.

Jamie K. Spradley, MBA, founder of Financial Strategy Pros, LLC

Jamie K. Spradley, MBAFounder & Principal

Meet Jamie K. Spradley

Jamie K. Spradley has spent over 25 years in Financial Services and People Management, working with families, professionals, and small business owners on the two questions that matter most: what happens if something goes wrong, and what happens if everything goes right.

She holds the Series 6, 63, 26, and 65 securities licenses, is a licensed Mortgage Loan Originator (MLO), and is licensed to serve clients in FL, GA, NC, SC, TN, and TX. The Series 26 designation reflects a principal level of supervisory responsibility, the Series 65 supports advisory work on investments and retirement strategy, and the MLO license allows her to guide clients through mortgage and home-equity financing. She also holds an MBA from the University of West Georgia.

She formalized the practice as Financial Strategy Pros, LLC in 2019, after operating as an investment-licensed financial professional since January 2015. The firm operates from a physical office in Morrow, Georgia, and works with clients both in-person and remotely.

Professional licenses
Series 6, 63, 26, 65, and MLO
State licensing
FL, GA, NC, SC, TN, TX
Education
MBA, University of West GeorgiaMaster's of Business Administration
Industry experience
over 25 years in Financial Services and People Management

Our mission

To help individuals and families protect the income they depend on today, and build the wealth they will depend on tomorrow — with plain language, written plans, and advice that holds up over decades.

A couple reviewing financial paperwork together at their kitchen table

Firm history

  1. January 2015

    Began operating as an investment-licensed financial professional in Georgia, Florida, and South Carolina, serving clients on investments, retirement strategy, and protection planning.

  2. 2019

    Financial Strategy Pros, LLC formalized as a Georgia domestic limited liability company.

  3. 2022 – 2023

    Practice expanded into home ownership, including mortgage loan guidance, HELOC and HELOAN structure review, and mortgage protection coverage to help clients match their largest purchase with the right financing and protection.

  4. 2023 – 2025

    Licensing extended to North Carolina, Tennessee, and Texas to serve relocating and multi-state households.

  5. Today

    Three core practice areas plus coordinated partner services for home, auto, renters, smart home, and estate planning, serving families and small business owners across six states from the Morrow, Georgia office.

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