About Jaimie
Jaimie enjoys building long-term relationships with her clients and their families to provide the most appropriate guidance for each situation. She excels at integrating the key aspects of planning, including long-term cash flows, retirement planning, estate planning, risk management, portfolio management, and tax considerations. Jaimie appreciates that business owners have special considerations for their retirement planning and enjoys establishing the right team of professionals to prepare for the eventual transition of their ownership interest to ensure that her clients have confidence that the transition plan will successfully fund their personal goals post-transition.
Living in the Lakes Region, Jaimie enjoys exploring the lakes and mountains that make it an iconic tourist destination. She also enjoys spending time with friends exploring local restaurants and shops and taking in live music, especially at the outdoor pavilion in Gilford, New Hampshire.
Education and Professional Milestones
- Bridgewater State University – bachelor’s degree in management
- Received the Best Financial Advisor/Planner, Silver Award presented by the Best of the Lakes Region Awards in 2022 and 2023
- Recognized with the Young Professional Award in the 2020 Community Heroes Awards by the Lakes Region Chamber of Commerce
- Has more than a decade of experience in nonprofit board leadership