Jamie A. Bosse,  CFP<sup>&reg;</sup> - Financial Advisor

Jamie A. Bosse, CFP®


Financial Planner

Aspyre Wealth Partners

10000 College Blvd, Ste 260
Overland Park, KS 66210
(888) 822-1881
(913) 345-1881
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Jamie Bosse is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Aspyre Wealth Partners in Overland Park, KS and the surrounding communities.

Financial Advisor Overview

Jamie works with clients to help them “Master What’s Next” by clarifying their goals, creating a financial plan, and taking action. At Aspyre we believe in living your best life. Jamie helps her clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along the way. She finds it extremely rewarding to see people organize their financial lives, maximize their human capital, and get closer to their life goals. Jamie enjoys writing financial articles and has been featured in the Kansas City Star, KC Parent, The Journal of Financial Planning, The Register, Solutions, and Investment Advisor Magazine. She has also published a children’s book, Milton the Money Savvy Pup. She is serving as Chair of the Personal Financial Planning Advisory Board for Kansas State University’s undergraduate program. While serving as president in 2016 and 2017, she helped implement a Professional Connection Event where students can connect and network with seasoned professionals. Jamie has a passion for mentoring and financial literacy for all ages. She is actively involved in the Kansas State mentorship program and enjoys volunteering for Junior Achievement and her local church.


Financial Advisor Experience

Jamie holds a Bachelor’s Degree in Personal Financial Planning from Kansas State University (2004) with a minor in Business Administration. She obtained the Certified Financial Planner™ certification in 2008. Jamie is an active member of the Financial Planning Association and International Association of Registered Financial Consultants and has served as a past board member and President of the FPA of Oregon and SW Washington. She is currently on the board for the Greater Kansas City chapter of the Financial Planning Association. Financial Planner, Vice President Key Private Bank Dec 2008 – Aug 2013 Portland, Oregon Area

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Other - RFC

Broker-Dealer Affiliation


Financial Advisor's Specialties

Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances


Helpful Financial Planning Resources