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Experience

Jaime is a relationship manager in the wealth management practice. She is known for helping clients define and monitor progress toward their financial goals.

She has been helping clients achieve their financial goals for 17 years and specializes in developing savings behaviors, implementing debt reduction strategies, analyzing client cash flows, defining investment policy, determining portfolio allocations, minimizing income taxes, and maximizing client balance sheets.

Jaime holds a BSBA in finance from Duquesne University and specializes in providing financial peace of mind.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  


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Additional Thoughts

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