An Atlanta native, Jaime has been with HB Wealth since 1999. His primary specialty is retirement planning, and he works out of HB’s Atlanta and Alpharetta offices. He holds a bachelor’s degree in finance from Georgia State University and is a CFP® professional. Jaime is an active member of the ...more

An Atlanta native, Jaime has been with HB Wealth since 1999. His primary specialty is retirement planning, and he works out of HB’s Atlanta and Alpharetta offices. He holds a bachelor’s degree in finance from Georgia State University and is a CFP® professional. Jaime is an active member of the National Association of Personal Financial Advisors (“NAPFA”), a professional association of Fee-Only financial advisors. He is a past leader of NAPFA’s Atlanta Study Group, past chair of its South Region Board, and recently chaired a national conference for the association. A father of three, Jaime is a volunteer leader with the Boy Scouts of America and the Sons of the American Revolution. His interests include muscle cars, playing the guitar and genealogy. HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services with a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve.less