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Jaymee Botello

Senior Client Service Manager

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.

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