Donnie J Carpenter, CFP®, a Registered Investment Advisor in the State of Oregon is the principal and owner of Back Office Solutions, LLC which provides outsourced financial planning services to other financial planners in the areas of data input, data analysis, and plan writing. In 2008, BOS started servicing all of its clients through a network of highly qualified CFP® practitioners and other professionals. Donnie also provides financial planning software consultation based on the planner’s business objective.
Donnie graduated from Texas Tech University with a Masters in Financial Planning in 2006. After working for two RIAs in Eugene, Oregon, he went to work for Money Tree Software where he is currently the Director of Operations. Donnie’s responsibilities at Money Tree include managing the TOTAL Planning Suite product, which he led a team of software engineers to update into TOTAL Online. He is also responsible for the planning calculations in TOTAL Planning Suite, training advisors in the use of the software, and advanced technical support cases.
During his time at Money Tree Donnie has lead many all-day training classes and spoken on multiple technology panels at financial planning conferences.
Donnie is active in his local church, volunteering time to work with student ministries for special events and leading in various capacities. He has been a member of FPA since 2006 when he served on the board of his local chapter. Donnie, his wife and two kids live in Corvallis, Oregon where they enjoy riding bikes, being outdoors, and time with friends.
Jamie McDonald, CFP® is an Investment Advisor Representative residing in Dubuque, Iowa. He has been a practicing investment advisor since 2005 and has been providing support for Back Office Solutions, LLC since 2014. Jamie is the primary planner for MoneyGuidePro clients in addition to providing support for eMoney. He is also well versed in Microsoft Excel for custom projects and is able to pull from his experience as an investment advisor to provide best practices recommendations for clients of Back Office Solutions.
Jamie graduated from Loras College in Dubuque, Iowa in 2001 with an Honors degree in Finance. After graduation, he began working at Strong Financial Corporation in Milwaukee, Wisconsin in various client accounting and investment research and communication roles before becoming a corporate financial analyst for Harley-Davidson also in Milwaukee. In 2005, he and his wife Cassie moved to Iowa where he began practicing as an investment advisor. Jamie earned his CFP® designation in 2007 and his Masters degree in Financial Planning from Kansas State University in 2008.
In his free time, Jamie loves to spend time with his wife and three sons as well as working on various house and car projects. He is an adjunct Professor of Finance at Loras College, a Director on the Board for the Loras Investment Fund for the Endowment (L.I.F.E.) portfolio, has served on the Board of Directors for the Financial Planning Association (FPA) of Eastern Iowa, and is a regular Precana Finance lecturer at his church.