Helping women and pre-retirees turn uncertainty into a clear retirement income plan-- without products or sales pressure.
Fiduciary Financial Planning.
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UPCOMING FREE WORKSHOPS
Register for an upcoming free seminar. Seminars are always free and open to the public. There will be no solicitation.
Multiple DatesSocial Security & Medicare: Smart Decisions That Shape Retirement5 days to the eventMar 03, 2026, 6:00 PM – 7:00 PMGeneseo Public Library District, 805 N Chicago St, Geneseo, IL 61254, USA
Multiple DatesRetirement University Part 1: Social Security & Medicare — Get These Right First5 days to the eventMar 03, 2026, 6:00 PM – 7:00 PMGeneseo Public Library District, 805 N Chicago St, Geneseo, IL 61254, USA- Multiple DatesSocial Security & Medicare: Smart Decisions That Shape Retirement11 days to the eventMar 09, 2026, 6:00 PM – 7:00 PMLeClaire Community Library, 323 Wisconsin St, Le Claire, IA 52753, USA
Retirement University Part 1: Social Security & Medicare — Get These Right First40 days to the eventApr 07, 2026, 6:00 PM – 7:00 PMMoline Public Library, 3210 41st St, Moline, IL 61265, USA- Retirement University Part 2: Income & Tax Planning-- Make Your Money Last47 days to the eventApr 14, 2026, 6:00 PM – 7:00 PMMoline Public Library, 3210 41st St, Moline, IL 61265, USA
- Retirement University Part 3: Enhanced Estate & Legacy Planning-- Protect What You've Built54 days to the eventApr 21, 2026, 6:00 PM – 7:00 PMMoline Public Library, 3210 41st St, Moline, IL 61265, USA
What Happens After The Seminar?
Book your free consult.
Most attendees book within a week while the information is fresh.
Again- no sales, no pressure, no commitment.
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 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 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 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 a nursing 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 her commitment 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 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 is a licensed fiduciary and has successfully passed Series 6, 63, and 65 securities exams. Jaime holds a Certificate in Financial Planning from Boston University and is currently studying to obtain the Certified Financial Planner (CFP) Professional Designation.