Jaymie Braman

With more than eighteen years of experience in the financial services industry, my work has been shaped by a passion for supporting clients with clarity, confidence, and care. In my role as Financial Professional and Chief Operating Officer, I enjoy working closely with clients and helping coordinate each stage of their experience with our firm, including communication, application processing, underwriting coordination, and account servicing.

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My focus is on making the financial planning process clear, organized, and manageable so clients feel informed and supported throughout their relationship with our firm. As a financial professional licensed in life insurance and annuities, I also work alongside Steve in the fixed-product planning process.

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Beyond my work with clients, I oversee the firm’s internal operations, including the development and ongoing management of workflows and procedures. Creating consistency and reliability across the organization is a priority, and I am always looking for ways to make our processes more seamless and efficient.

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Over the course of my career, my approach has been shaped by hands-on experience and a practical, solutions-focused mindset. I naturally look for opportunities to improve processes and create thoughtful systems that support efficiency, organization, and clear communication. That mindset guides how I serve both our clients and the firm, with an emphasis on dependable service, strong follow-through, and a positive experience for everyone involved.

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

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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 enjoy spending 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.