ABOUT US

Our Story

ABOUT US

Our Story

Jamie Bush

Founding Partner

For Jamie Bush, financial and estate planning have always been about more than just accumulating wealth and managing assets—it’s about people, relationships, and making a lasting impact. His journey into the industry was shaped by both personal experience and a growing desire to help families navigate the complexities of wealth and privilege with purpose and intention.

After earning a history degree from Boston College in 1978, Jamie was drawn to politics. But, inspired by his father’s advice around public service and the flexibility the insurance industry provided, Jamie entered the field of financial services, eager to build something meaningful.

In 1982, he founded Bush & Company, initially focused on life and disability insurance, retirement planning, and employee benefits. Over the years, the firm evolved beyond traditional financial planning to a holistic advisory firm dedicated to helping families and businesses align their wealth with their values, define their purpose, and build lasting legacies. For over 30 years, his commitment to purpose-driven planning has been helping families create estate and financial plans that reflect who they are.

Drake Richey

Managing Partner

In 2015, Jamie was joined by his partner, Drake Richey, who brought his experience as an analyst and commercial banker from Fitch Ratings and Wells Fargo. Together, they expanded Bush & Company’s service offerings to include fee-based planning, growing the ability to serve second- and third-generation clients while deepening the firm’s expertise in financial planning, insurance and investment management.

Cait Coombs

Chief Operating Officer

A vital component of the company’s commitment to service has been Cait Coombs, who joined the firm in 2010 and now serves as Chief Operating Officer. Cait has played an essential role in streamlining operations, enhancing client service, and ensuring the firm’s efficiency as it continues to grow. Her 20 years of experience in process management and client engagement has allowed Bush & Company to maintain high standards of excellence while expanding its capabilities.

Today, Jamie remains passionate about helping families steward their wealth wisely. With Drake and Cait fully aligned in this mission, and the deep support of their partners at Valmark Financial Group, they have cultivated a firm rooted in service, integrity, and purpose-driven planning.