Jaime is a self-starter with unparalleled attention to detail. She is used to wearing multiple hats from operations to sales, which has given her a unique perspective when it comes to providing top-notch service to clientele. She is committed to building long-lasting relationships with clients by working with them to achieve financial success.
For over 28+ years, Jaime has worked in the financial services industry. She began her career at PaineWebber, Inc. (now UBS), working closely with clients, portfolio managers, CPAs and estate planning attorneys. Her broad experience in the financial industry has made her extremely knowledgeable and a good resource in many aspects including the service, operations, sales, and retail/management side of the industry. In 2006, Jaime became Board Certified in Asset Allocation (BCAA®), from The Institute of Business and Finance, where she is also a member.
Improving the well-being of Jaime’s community is important to her. She is actively involved in several philanthropic organizations and charities. Jaime has successfully raised thousands of dollars for a variety of charitable causes through personal donations, fundraising campaigns, silent auction events, charitable dinners, and some public speaking within her community. She has given countless hours of volunteer time to various charities that are important to her. When she is not working, you can find Jaime planning her next adventure and enjoying quality time with family and friends.
