Team.
Jamie Bush went into the insurance business in 1978 after graduating from college with a history degree. In time, he thought, he might run for office. But finding more opportunities to serve people than he'd initially imagined, in 1982 he created Bush & Company, as a multi-purpose advisory company acting as a broker of individual and group insurance, pension and profit-sharing plans, and employee benefits.
In 2015, Jamie was joined by his partner, Drake Richey, who had spent 8 years in New York at Fitch Ratings and Wells Fargo. Drake's mission was to grow the company to serve more people and businesses as well as the second and third generations of existing clients. In addition, with Drake the firm expanded its financial planning and investment management service offerings.
From the outset, the firm has focused on providing client-centric holistic counsel to successful individuals, families, and closely held businesses. With a long history of service to clients and the Boston community at large, and the perspective of two generations, we've seen and learned from a lot of successes and failures. We find our purpose, individually and corporately, in helping people think about what they should be thinking about.
Recent Awards and Recognitions
Drake Richey Recognized as NAIFA’s 4 Under 40 Award Recipient
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James L. Bush
Principal
Jamie was privileged to grow up as a member of one of America's pre-eminent families. Since coming to Boston in 1973, he has spent much of his non-professional time serving the poor, involved in state and local politics and on various non-profit boards. As a result, he understands that people from diverse backgrounds have more in common than not and can achieve great things by working together. He graduated from Boston College, where he met his wife Sue, and has designations from the American College of Financial Services focusing on special needs, family businesses, retirement planning, and life insurance. He is a Registered Investment Advisor and holds Series 6 and 63. He has no plans to retire, but loves spending time on the water or the tennis court with his son and daughter and their families in Virginia and Boston.
Drake Richey
Partner
After college, Drake and his wife worked for two years in ministry to high school and college kids with FOCUS (infocus.org) in Hartford, Connecticut. In 2007, he joined Fitch Ratings in New York, as an Analyst for three years, before joining Wells Fargo which he left as a Commercial Banking Senior Vice President in 2015. He joined Bush & Company that year to help the company expand its service offerings and because he was attracted by the opportunity to provide financial advice rooted in economic principles and driven by each client's personal values. He serves on several charitable boards in Boston. He holds his Series 7 and 66 as well as being an Accredited Investment Fiduciary (AIF) and Certified Exit Planning Advisor (CEPA). Drake graduated from Trinity College (CT) with a B.A. in Economics, is married to Sarah, and they have three children, Draper, George, and Beatrice.
Cait Coombs
Chief Operating Officer
Cait Coombs is our Chief Operating Officer. Joining Bush & Company in 2010 as an administrator, she has since taken on a larger role that includes client onboarding, new business processing, licensing, and ongoing client servicing for insurance and investments, as well as other special projects. Prior to her position at Bush & Company, Cait was an national account executive for Aramark and an on-site staffing manager for corporate giants like Blue Cross Blue Shield and Sun Life Financial. Cait earned dual degrees in Corporate and Broadcast Communications, as well as a minor in French, from Elon University. She lives in Walpole, MA with her husband George, and their son RJ. In her free time, Cait enjoys traveling with her family and friends, baking, skiing with RJ, and participating in local town government.
Working with Your Team
At Bush & Company, our advisors collaborate with our clients’ existing advisory team to provide an integrated financial plan. Think of it as coordinated care of your financial life.
If you don’t already have a team, we’ll help you build one.
Partnership with Commonwealth Financial Group
Through our partnership with CFG we are able to tap into a robust suite of services all aimed to deliver a wonderful client experience. Through this partnership, we have the following teams to help you build success on your financial journey.
