About
Jaime
Jaime is passionate about helping clients turn complex financial questions into clear, actionable decisions and particularly enjoys building lasting relationships and understanding the goals and priorities behind each client’s wealth.
Jaime has several years of experience serving high-net-worth individuals and families. She began her career at First Republic Investment Management, now part of J.P. Morgan, where she supported clients and coordinated closely with CPAs, estate attorneys, fund administrators, and other professionals to help make managing their financial lives as seamless as possible.
Outside of the office, Jaime enjoys playing golf and exploring new local restaurants with her fiancé.
Education and Professional Milestones
- University of California, Santa Barbara - bachelor's degree in mathematics
Jaime is passionate about helping clients turn complex financial questions into clear, actionable decisions and particularly enjoys building lasting relationships and understanding the goals and priorities behind each client’s wealth.
Jaime has several years of experience serving high-net-worth individuals and families. She began her career at First Republic Investment Management, now part of J.P. Morgan, where she supported clients and coordinated closely with CPAs, estate attorneys, fund administrators, and other professionals to help make managing their financial lives as seamless as possible.
Outside of the office, Jaime enjoys playing golf and exploring new local restaurants with her fiancé.
Education and Professional Milestones
- University of California, Santa Barbara - bachelor's degree in mathematics