Fitter Financials helps to empower entrepreneurs and small business owners to concentrate on their strengths, safe in the knowledge that they have control of the books.
Whether your business is located in Denver or beyond, they are designed to handle one, many, or all aspects of your financials, from reconciling day-to-day bank statements to pinpointing profit centers and expenses to identifying areas for revenue growth. By partnering with Fitter Financials, clients can save time, make better decisions, and reap savings, from taxes to unnecessary expenses.
Jamie, a Chartered Financial Analyst®, co-founded Fitter Financials in 2013 to meet the growing needs of entrepreneurs and small business owners in the Denver area. On the heals of launching AUM in a Box in 2012 to meet the growing needs of fee-only financial advisors and provide them with the tools and resources to succeed in their businesses, Jamie’s newest venture in Fitter Financials builds upon his expertise in sales, revenue growth, and business processes and procedures.
Jamie founded Dunn Warren Investment Advisors, LLC in 2001 and continues to serve as the organization’s chief investment officer and managing director. Jamie started his career as an analyst with the Gartner Group working with the pension plan and 401k program.
He also worked with Corboy and Jerde and was a financial analyst covering the software industry for Schwab SoundView Capital Markets in Greenwich, Connecticut and Bear Stearns in New York City.
Jamie received his MBA from the William E. Simon Graduate School of Business at the University of Rochester, his Bachelor of Arts Degree in Economics from the University of Colorado and studied econometrics at the University of York in England. He is a member of the CFA® Society of Colorado and previously served the organization’s president. Prior to moving to WNY, Jamie was a member of the Colorado EO and served as the chapter’s Accelerator Chair for two years. He is currently serving as the Accelerator Chair for EO WNY.
Jamie joined EO to gain the benefit and insight of other business owners. "Specifically, we have had some tremendous growth but I needed help making sure we had systems in place for further growth," Jamie stated. "I am good at managing investments and getting sales but dealing with operations and managing people are new tasks for me and I would like to seek advice on accomplishing these tasks."