Jaymie Braman

With more than eighteen years of experience in the financial services industry, my work has been shaped by a passion for supporting both clients and advisors with clarity, confidence, and care. Working closely with clients throughout the financial planning process allows me to coordinate scheduling and communication, assist with applications and underwriting, and help guide the setup and ongoing management of accounts. My focus is on making the administrative side of financial planning clear, organized, and manageable, so clients can stay focused on what matters most in their lives.

Beyond direct client support, I oversee the firm’s internal operations and systems, including the design and ongoing management of workflows and CRM processes. Creating consistency and reliability across the organization is a priority, and I’m always looking for ways to make processes more seamless and efficient—giving advisors more time to focus on personalized planning and meaningful client relationships.

Over the course of my career, my approach has been shaped by hands-on experience and a practical, solutions-focused mindset. I tend to notice opportunities for improvement and enjoy creating thoughtful processes that support efficiency, organization, and clear communication.  That mindset guides how I support the firm each day, with a focus on dependable service, clear processes, and meaningful follow-through.

Academically, I studied Entrepreneurial Studies at Rider University, where I built a strong foundation in finance, accounting, economics, and business law.

In the moments that matter most, there is nothing I love more than the time I spend with my amazing husband, who also happens to be my favorite human being, and my remarkable teenage daughters, Isabelle and Harmony. Those moments bring balance, perspective, and a sense of gratitude to everything I do. I like to spend my free time painting, cooking, gardening, going to concerts, and eating out with family and friends. These are the times that leave me feeling joyful, inspired, and grateful for the life we share.