Jaime has been with HB Wealth since 1999. His primary specialty is retirement planning, and he works out of HB’s Atlanta and Alpharetta offices.
He holds a bachelor’s degree in finance from Georgia State University and is a CERTIFIED FINANCIAL PLANNER® professional.
Jaime is an active member of the National Association of Personal Financial Advisors (“NAPFA”), a professional association of Fee-Only financial advisors. He is a past leader of NAPFA’s Atlanta Study Group, past chair of its South Region Board, and recently chaired a national conference for the association. He routinely leads group discussions among NAPFA-member firms and serves on various planning committees of the association.
A father of three, Jaime is a volunteer leader with the Boy Scouts of America and the Sons of the American Revolution. His interests include muscle cars, playing the guitar, and genealogy.