Jaime proactively helps clients understand how tax decisions fit into their broader financial goals, knowing which questions to ask to help clients maximize their opportunities. A self-proclaimed “Type A” personality, she possesses a strong attention to detail, passion for organization and deep care for the work she does — including the clients for which she works. She also enjoys connecting with people and helping them feel informed and supported throughout the tax planning process.
Beginning her public accounting career in 2020 at a global firm, Jaime primarily works with high-net-worth individuals and family offices. She specializes in wealth transfer strategies, estate and gift tax planning, and trust taxation.
Originally from Erie, Pennsylvania, Jaime now resides in the North Hills of Pittsburgh with her husband and two daughters. With a passion for numbers and creativity, you can often find her working the latest sudoku puzzle or punch-needling.