Jaime draws from her decades of experience with corporate management and counseling to help her clients identify their life goals. She believes money is not the goal, but it's the tool to help you reach your goals. She strategizes sound plans with her clients to help them accomplish their goals while she draws on her experience to minimize their risk.
Jaime graduated from the University of Oklahoma with a Masters degree in counseling. Jaime is an Army veteran and has worked in the government and private sectors as a counselor, a business consultant, strategist and trainer for the last 18 years since leaving the military. The experience that shaped Jaime's desire to help clients in a financial planning capacity was her time spent as a nursing home social worker and hospice director.
Jaime graduated from the University of Oklahoma with a Masters degree in counseling. Jaime is an Army veteran and has worked in the government and private sectors as a counselor, a business consultant, strategist and trainer for the last 18 years since leaving the military. The experience that shaped Jaime's desire to help clients in a financial planning capacity was her time spent as a nursing home social worker and hospice director.
Services
We provide a wide range of planning and consulting services to meet your needs. We promise to act as true fiduciaries and put your needs and best interests first-- that's why we're First Serve. Whether planning for buying a home, saving for college or saving for retirement, we work with you on your terms.
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