Jaime E

Client Services Manager

Jaime grew up in the Fingerlakes region, and moved back from Phoenix, AZ after a number of years enjoying the desert sun.

She comes to the firm with 20 years experience in Customer Service, over 10 of which were in the financial and insurance industries, including time at Merrill Lynch and Charles Schwab. Jaime also serves as a Notary Public.

In Jaime’s spare time she enjoys volunteering in the community, horticulture, hiking and spending time with her dogs, family and friends.

Book Some Time With

Jaime E

Articles & News Featuring 

Jaime E

How to Deal with Identity Theft

Everyone hopes it won’t happen to them, but the odds of falling victim to identity theft over the course of your life are relatively high.

Family Limited Partnerships

Small, family-owned shops and businesses have such a high profile in this country that they are still referred to as “Main Street, America.” These startup companies call upon the commitment of family and friends to get off the ground. Their success is often seen as the core of entrepreneurial spirit and business innovation.

How Far Would Your Dollar Take You?

Ever wonder how far your dollar can take you within the United States? Here is some info on where to get the most bang for your buck!