Confidence Through Clarity
Enjoy the peace of mind that comes with planning.
Get Financial News
Stay informed on financial insights for pre-retirees and retirees. Sign up now!
UPCOMING WORKSHOPS
Register for an upcoming free seminar. Seminars are always free and open to the public. There will be no solicitation.
12 days to the eventThu, Jan 08MuscatineFree Educational Seminar on Retirement Income Planning sponsored by the Society for Financial Awareness- 19 days to the eventThu, Jan 15MuscatineFree Educational Seminar on Retirement Income Planning, sponsored by the Society for Financial Awareness
25 days to the eventWed, Jan 21Leclaire LibraryAre you approaching retirement and feeling overwhelmed by the complexities of Social Security, tax strategies, and income planning?- 32 days to the eventWed, Jan 28Leclaire LibraryAre you approaching retirement and feeling overwhelmed by the complexities of Social Security, tax strategies, and income planning?
LATEST INSIGHTS
Our Mission
First Serve Financial LLC is dedicated to providing comprehensive financial services, including income planning, legacy planning and wealth management.
Our fiduciary responsibility focuses on your best interests.
About Me.
Jaime draws from her decades of experience with corporate management and counseling to help her clientsidentify 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 shedraws on her experience to minimize their risk.
Jaime graduated from college with a master's degree in counseling. Jaime is an Army veteran, and sinceresigning 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 as anursing home social worker and hospice director. In this role, Jaime saw firsthand the financial struggles of residents in long-term care and hospice led to hercommitment to a holistic financial planning process.
Jaime grew up in Pennsylvania, and throughout her military career, she has lived in Germany, Georgia, Alabama,Texas, and now resides in LeClaire, Iowa. Jaime has two grown children, CJ and Gabi. Both graduated fromPleasant 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 HighSchool varsity girls head coach. Jaime gives back to her local adult community by teaching free financial wellnessworkshops at churches, libraries, and community centers.
Jaime holds insurance licensure in health, accident, life, long-term care, and annuities. Jaime is a licensedfiduciary and has successfully passed Series 6, 63, and 65 securities exams. Jaime is currently studying for herCertified Financial Planner (CFP) Professional Designation.
Need more