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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

The nine steps to take to make 2019 your best financial year ever
Jaime Eckels Wealth Management
Article January 7, 2019 1 min read
CPI unchanged in January, falling to 1.6% over past year
Jim Baird Wealth Management
Blog February 13, 2019 1 min read
Did the government shutdown have an impact on the economy?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read
How has the outlook for equities changed in the past year?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read