Professional Experience and Education
I began investing early in life with the assistance of my father and grandfather, who taught me, at the age of 12, how to manage my college savings account. From then on I have been passionate about the financial markets and have taken a vested interest in helping people understand what their financial goals are. I enjoy listening to people and leverage my experience to assist them in making the most informed financial decisions possible.
After college graduation I went to work as a hydrologist for an environment firm, but quickly realized that my passion and desire was to work for myself in the financial industry. With the encouragement of the environmental firm’s owner, who recognized my entrepreneurial spirit, I re-enrolled in school. Taking this advice, in 2003 I became an advisor and quickly grew a loyal client base that is very important to me.
Being Ranked one of the top Sacramento Five Star Wealth Managers in 2013, 2014, 2015, 2016, 2017, 2018 and 2019 is a great source of pride and fills me with a huge sense of gratitude. Continuing to grow my professional accreditation, in 2006 I became an Accredited Asset Management Specialist (AAMS) and maintain that designation. Jaime is in the top 8% of LPL Advisors and by being this rank, has been invited to exclusive meetings such as the “Barron’s Top Independent Advisor Summit” which she attended in March 2019.
February 2016 brought the unexpected loss of my husband, making me a widow. This life changing event has provided me with incredibly personal insight in being able to assist my clients with unexpected life events.
I live in Granite Bay with my amazing daughter who brings me
endless joy as we work to piece our lives back together. During
the summer, our free time is spent swimming and hiking and
during the winter you will find us snowboarding as much as we
I have been involved in the financial industry for over 20 years, starting as an intern at the Pacific Stock Exchange. During my career I have made it a point to ensure that clients are treated with the same level of respect and service that I would expect from a financial firm, paying a great deal of attention to detail and providing a personal touch.
As a mother of 5 children, family life is important to my
husband and I, and we work very hard to be involved with our
children’s school and outside activities. Striving to find the
perfect work life balance is a challenge for any busy family, a
challenge that my husband and I work very hard to accomplish.
Our Relationship with LPL
LPL Financial is one of the nation’s leading financial services
companies and a publicly traded company under ticker symbol
LPLA. The firm’s mission is rooted in the belief that objective
financial guidance is a fundamental need for everyone. LPL does
not offer proprietary investment products or engage in
investment banking activities; this means advisors affiliated
with LPL are not pressured or influence by LPL to sell its
products. Thousands of financial advisors nationwide are able to
rely on the firm’s tools and resources to help them provide
financial guidance and recommendations to help meet their
clients’ needs. For more information about LPL Financial, visit
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