“As a Portfolio Manager, I enjoy helping my clients stay disciplined with their goals. I am happiest when I am working one on one with clients to determine what their personal goals are and how to find creative financial solutions to meet those goals. One of the most stressful and joyful times in life can be moving into retirement and I love walking along side my clients in planning for this transition.”
Jaime joined the CTM Financial team in 2014 as a Portfolio Manager. Jaime leverages her passion for excellence and attention to detail alongside her more than 10 years of accounting experience—including time as an auditor at Ernst & Young —to develop meaningful, effective portfolios and financial plans for her CTM Financial individual and 401(k) clients.
Jaime’s undergraduate degrees in Accounting and International Business coupled with a Masters in Accounting from the University of Denver, provide ample foundation for her skill set. Jaime is also a Certified Public Accountant (CPA) and is currently in the process of obtaining her Certified Financial Planner (CFP) designation.
On a personal note, Jaime enjoys spending time with her young daughter, friends and family and keeping herself active through running, yoga and involvement in church.