As Executive Assistant to the President, Jaime works closely with Justin Martin to ensure that client matters are handled with efficiency, accuracy, and discretion. She also serves as a knowledgeable and dependable point of contact for the families we work with. Her seamless orchestration behind the scenes delivers the kind of high-caliber support that allows clients to experience both professionalism and ease throughout the planning process.

With prior experience in an estate planning law firm, Jaime has developed a strong command of client coordination and support. She is highly adept at managing detailed workflows, anticipating next steps, and creating a streamlined experience for clients with advanced estate and tax planning needs. Her professionalism, reliability, and calm execution make her an integral part of our team and a trusted resource to those we serve.

Beyond the office, Jaime is an avid reader of history and a dedicated museum enthusiast. She enjoys traveling, watching documentaries, exploring new destinations, attending comedy shows, cooking at home, and spending quality time with friends and family.