I’ve had the privilege of working alongside Tim in building this business from the ground up. Over the years, I’ve worn many hats – from teaching state-approved licensing and continuing education classes for our advisors, to providing compliance guidance in an industry that seems to change by the minute. But at the heart of it all, what I’ve always been most passionate about is people. Being a steady point of contact for our clients brings me genuine satisfaction. Whether it’s helping them through a life transition, resolving a question, or simply being a familiar voice they trust, I find real joy in walking alongside them as their lives – and families – grow and evolve. It’s that personal connection that makes this work so fulfilling and, I believe, is what makes our firm feel like family.

Over time, I’ve also played a key role in our marketing efforts and continue to represent our firm in the community as we grow and adapt. My journey in this industry began in the mid-1980s as a licensed Property and Casualty adjuster. From there, I expanded into Life and Health insurance, and eventually earned my Securities licenses (6, 63, 26, and 65). I’ve served as the compliance lead in our branch office for many years, so stepping into the role of Chief of Compliance Officer felt like a natural evolution. I’ve always approached compliance not just as a rulebook, but as a way to protect our clients and support our advisors with clarity and care.

Outside the office, my favorite role is “Grandma Jaye”. I treasure the time I spend with my grandchildren – whether it’s hosting sleepovers, enjoying our special “Grandma Jaye Days,” or just being present in their lives. When Tim and I can carve out time, we love riding the bike trails together or finding a good pickleball game. And wherever I am, you’ll likely find Roxie, our devoted boxer, not far from my side.