Jaime joined Lee Financial in 1998. She manages a portion of the Financial Planning Team and contributes to the firm’s growth through client relationships, mentoring new planners and project leadership. Jaime has over 25 years’ experience in tailored financial planning and enjoys cultivating long-term relationships with her clients. She guides her clients by helping them meet their financial planning goals and transition through life events. This often includes assisting them with human capital development, retirement planning, cash flow planning, risk management, estate planning, insurance, and children’s college education. Jaime serves on the Advisory Council of the Communities Foundation of Texas and is Chairman of the Financial Planning Association of DFW.
Jaime graduated with a degree in Personal Financial Planning from Texas Tech University. She holds a CERTIFIED FINANCIAL PLANNER (CFP®) certification and Series 65 Investment Advisor License.