Meet Jaime


“I am driven and motivated to continuously improve and develop our next-mile service to our clients and am grateful for the opportunity to be part of a team that truly cares for people and their families.”

As our Client Services Coordinator, Jaime’s focus and gifting is in the details. She enjoys brainstorming and coordinating processes for our team to efficiently meet our stakeholders’ various operational needs. Her strong work ethic, combined with her commitment to delivering outstanding service, adds tremendous value to our mission of helping provide confidence and clarity for our families.

Jaime earned an Associate Degree in Computer Support, and has over 10 years in customer service and account management. Her skillfulness and talent in organizing information to serve the greater purpose of helping people absolutely shines through all her work.

Jaime is a Native Lousianan and a die-hard LSU fan, yet you won’t find her to be more passionate about anything other than her family. Her and husband have two boys, a dog, three chickens, and a multitude of hobbies that include going to movies, vacationing, camping, swimming, grilling outdoors, and (of course!) watching football.



Favorite Food:

Pasta & Seafood

Jaime’s Bucket List:

Travel – to see the world and all its beauty

Favorite Holiday:

Christmas, a time to cherish special and magical moments with loved ones

Best Financial Advice You’ve Ever Received:

Try to be prepared for the unexpected.

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