Skip to Content

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.  


You might also like…

The nine steps to take to make 2019 your best financial year ever
Jaime Eckels Wealth Management
Article January 7, 2019 1 min read
Factory activity slowed in September
Jim Baird Wealth Management
Blog October 17, 2019 1 min read
Stay the course: The importance of creating and honoring investment guidelines
Mark Dixon Wealth Management
Article October 15, 2019 4 min read
Consumers shrug off impeachment, negative economic data
Jim Baird Wealth Management
Blog October 11, 2019 1 min read