Savvy Ladies Volunteers
Jaime is an Army veteran and has worked in both government and private sectors as a counselor, business consultant, strategist, and trainer. Jaime holds insurance licensure in health, accident, life, long-term care, and annuities. Jaime is a licensed fiduciary, specializing in holistic financial planning, and has successfully passed Series 6, 63, and 65 securities exams. Jaime gives back to her local community by teaching free financial wellness workshops at churches, libraries, and community centers.
Areas of Expertise (as specified by volunteer)
Family Finances; Investing; Retirement
Retirement Income Management
Social Security Planning