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

Cait Coombs
Chief Operating Officer

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.