
Bubbles and Bankruptcies
October 29, 2025
Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bus...


Jaymee has been serving people through financial planning since entering the field in 2012.
With a focus on clear communication and a client-centric approach, Jaymee assists with empowering clients to make informed decisions that pave the way for a secure financial future. Whether it is assisting a client to achieve retirement goals, strategize funding needs for a child’s education, buying that new home, or helping to preserve wealth for future generations, for Jaymee, it’s not just about numbers; it’s about fostering trust and confidence in every step of the financial planning journey.
Jaymee’s career in the financial planning field is distinguished by a diverse educational foundation. She holds a bachelor’s degree in health and human services, as well as a master’s degree in business administration, accented with an accounting concentration. Her commitment to professional excellence is further underscored by attaining her CERTIFIED FINANCIAL PLANNER® Certification.
In her spare time, Jaymee and her husband Jake enjoy traveling, running, biking, and anything that keeps them active. With her husband’s background in the United States Air Force, they volunteer annually for the Wreaths Across America program, remembering the fallen and honoring those who have served.
Dive into the latest insights from our expert team with our personal touch.

October 29, 2025
Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bus...

October 22, 2025
by Deb Dubin, Chief Philanthropy Officer I am a Massachusetts native, and my accent comes out in full ...

October 10, 2025
Executive Summary The third quarter of 2025 extended the year’s remarkable market resilience amidst a ...