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Helping pre-retirees turn uncertainty into a clear retirement income plan.
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UPCOMING FREE WORKSHOPS
Register for an upcoming seminar sponsored by the Society For Financial Awareness, a 501(c)3 nonprofit organization.
Retirement University Part 1: Social Security & Medicare — Get These Right First2 days to the eventJun 04, 2026, 6:00 PM – 7:00 PMScott County Library System- Eldridge Br, 200 N 6th Ave, Eldridge, IA 52748, USA- Retirement University Part 2: Income & Tax Awareness-- Make Your Money Last7 days to the eventJun 09, 2026, 6:00 PM – 7:00 PMScott County Library System- Eldridge Br, 200 N 6th Ave, Eldridge, IA 52748, USA
- Retirement University Part 3: Enhanced Legacy Planning21 days to the eventJun 23, 2026, 6:00 PM – 7:00 PMScott County Library System- Eldridge Br, 200 N 6th Ave, Eldridge, IA 52748, USA
What Happens After The Seminar?
Book your free consult.
Many attendees choose to schedule a complimentary consultation after the seminar. There is no obligation to do so.
Bring your questions.
At your complimentary consult, ask the questions you wrote down during the seminar.
Ask your "What If" questions.
The time is yours, make it worthwhile!
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Our Mission
First Serve Financial LLC is dedicated to providing financial planning services, including income planning, legacy planning and wealth management.
As an Investment Advisor Representative of Gradient Advisors, LLC, Jaime acts as a fiduciary for investment advisory services, meaning she is required to act in your best interest when providing investment advice.
Insurance products are offered in a separate capacity as a licensed insurance agent.
About Me.
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 is the tool to help you reach your goals. Jaime strategizes sound financial plans with her clients to help them accomplish their desired objectives while bringing clients the financial peace of mind that comes with a sound financial plan.
Jaime holds a Master's degree in counseling and a 21-Credit Hour Certificate in Financial Planning.
Jaime is also an Army veteran. Since resigning from the military 22 years ago, she has worked in both government and private sectors as a counselor, business consultant, strategist, and trainer. The experience that shaped Jaime's desire to help clients in a financial planning capacity was her time spent working in long term care and hospice. Jaime saw firsthand the financial struggles that patients and their families dealt with as they went through major life transitions. This led to her commitment to a holistic financial planning process.
Jaime grew up in Pennsylvania. Throughout her military career, she has lived in Germany, Georgia, Alabama,Texas, and now resides in LeClaire, Iowa. She has two grown children, CJ and Gabi. Both graduated from Pleasant Valley High School. CJ attended the University of Iowa and now works in Information Technology. Gabi is currently a student at Iowa State studying kinesiology and competing in track and field.
Jaime is devoted to bringing the gift of tennis to kids that might not otherwise have the opportunity to learn the sport. She hosts free clinics for the Davenport area youth in the summer, and she is the Davenport Central High School varsity girls head coach. Jaime gives back to her local adult community by teaching free financial wellness workshops at churches, libraries, and community centers.
Jaime holds insurance licensure in health, accident, life, long-term care, and annuities. Jaime holds an active SEries 65 license as an Investment Advisor Representative. Jaime is currently a candidate for the Certified Financial Planning (CFP) Professional Designation and plans to sit for the CFP Exam in October 2026.