As a Senior Private Wealth Associate on the operations team, Jaimee’s main focus is to improve and streamline the service model and operation procedures for the team. She maintains existing client relationships through the processing of client requests, resolving client inquires and making sure key client information and documentation is up to date. She delivers quality, high-level solution-oriented service to our clients and is passionate about helping clients build and protect their wealth.
Jaimee joined The Lerner Group in the spring of 2020, bringing valuable experience and skill to the team. Jaimee has over 15 years of experience in the finance industry. She spent a majority of her career at Morgan Stanley.
Jaimee graduated from the University of Iowa with a BBA in Marketing. She holds the FNRA 7 and 66 and the IL Life & Health Insurance Product License.
Jaimee and her husband Chris reside in Glenview with their three children Alexis, Ashlyn and Grayson. In her spare time, she enjoys spending time with her family, traveling and cooking.