Jaime draws from her decades of experience with corporate management and counseling to help her clients identify their life goals. She believes money is not the goal, but it’s the tool to help you reach your goals. She strategizes sound plans with her clients to help them accomplish their goals while she draws on her experience to minimize their risk.
Jaime graduated from the University of Oklahoma with a Masters degree in counseling. Jaime is an Army veteran and has worked in the government and private sectors as a counselor, a business consultant, strategist and trainer for the last 21 years since leaving the military. The experience that shaped Jaime’s desire to help clients in a financial planning capacity was her time spent as a nursing home social worker and hospice director.
Jaime grew up in Pennsylvania and, through the military, has lived in Germany, Georgia, Alabama, Texas and now resides in LeClaire, Iowa. Jaime has two children: CJ is an IT specialist and Gabi is a senior at Pleasant Valley High School and will compete in track and field for Iowa State next year.
In her free time, Jaime is also devoted to bringing tennis to kids that might not have the opportunity to learn otherwise. She runs a community nonprofit, Love QC Tennis, and holds free clinics for Davenport area youth in the summer and she is the varsity girls head coach for Davenport Central High School. She gives back to her local adult community by teaching free educational financial workshops at churches, libraries and community centers and is a pro bono counselor with Savvy Ladies, a national nonprofit that provides free financial advice to women in need.
Jaime holds insurance licenses in health, accident, life, long term care and annuities. She passed the Series 6, 63 and 65 securities exams and is a licensed fiduciary.