meet

jamie

relationship manager

albert lea, mn

bio

Jamie Mathison joined intellicents in April 2022 as a Relationship Manager in the Retirement Plan Consulting division. Jamie focuses on 401(k) relationships with existing clients and providing investment education + advice to their employees.  She also plays an important role in preparing/presenting Investment Committee materials, taking participant phone calls, and meeting with our clients’ employees 1-on-1 about any 401(k) related issues.


Prior to joining intellicents, Jamie served as the Marketing Director and Social Service Designee at a skilled nursing facility. She has also worked in Higher Education for a healthcare driven university in admissions and student engagement.

education & certifications

University of Wisconsin- La Crosse; Bachelor of Arts in Organizational and Professional Communication

my idea of

living the dream

Having the financial stability to travel, eat exotic foods and give ALL the treats to my two pups.

dream job

this is my

Building and maintaining professional relationships while assisting individuals with their financial futures. I am excited to be part of a company that diligently invests time into their clients and their own team members.

this is how i

make it real

I enjoy spending time with my fiancé, Travis, and our two dogs, Bubbles and Tank. I also enjoy staying active and drinking a horrendous amount of coffee every day. In the summertime you can spot me tubing on the water or on the patio reading a book.