financial advisor in Auburn Jamie Dockens
401 15th St Northeast
Auburn, WA 98002
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It is my pleasure to serve the financial needs of people in the Puyallup and Spanaway areas. My experience in the financial industry started in 1997. I hold a Master of Science degree in finance from Seattle University and a Bachelor of Arts degree in economics from Pacific Lutheran University.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
In my free time, I enjoy skiing, water sports and spending time with my family.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office401 15th St Northeast
Auburn, WA 98002
Secondary office15620 Main Street
Sumner, WA 98390
Secondary office21125 State Route 410 E
Bonney Lake, WA 98391
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.