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Jaime Hefner, BCAA®
Wealth Manager
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BCAA® (Board Certified in Asset Allocation from the Institute of Business & Finance)
Jaime Hefner has been in the financial services industry for over 27 years. She began her financial services career at PaineWebber, Inc. (now UBS), working closely with clients, portfolio managers, CPAs and estate planning attorneys. Her broad experience in the financial industry has made her extremely knowledgeable and a good resource in many aspects including the service, operations, retail and management side of the industry.
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Jaime joined Penniall & Associates, Inc. in 2002, now Bridge Advisory. In 2006, Jaime became Board Certified in Asset Allocation (BCAA®), from The Institute of Business and Finance, where she is also a member. In April 2013, she was appointed Chief Operating Officer at Penniall & Associates, Inc., but took on the role of Director of Advisory Services in March 2016 to focus on the firm’s wealth management services. Currently, Jaime is a Wealth Manager at Bridge Advisory where she is committed to building long lasting relationships with clients by working with them to achieve financial success.
Improving the well-being of Jaime’s community is important to her. She is actively involved in a number of philanthropic organizations and charities. Jaime has successfully raised thousands of dollars for a variety of charitable causes through personal donations, fundraising campaigns, silent auction events, charitable dinners, and some public speaking within her community. When she is not working, you can find her planning her next adventure, and enjoying quality time with family and friends.
“You will never be happy if you continue to search for what happiness consists of.
You will never live if you are looking for the meaning of life.”
– Albert Camus
“Never regret anything that makes you smile.”
– Mark Twain
What are some interesting facts about you?
I used to own a jewelry business and still enjoy designing jewelry. I am an avid fisherwoman and also love to hike.
What do you do at Bridge?
I have been a Wealth Manager since 2004. Everyone has different needs and situations and it feels good to know that I have made a positive impact on someone’s life by helping them to solve financial issues, save for the future, or by creating strategies for a specific purpose. I want clients to feel at ease when working with me, knowing I have their best interest in mind. I help clients achieve their goals by working with them to come up with a plan for their future.
What are your credentials/past experience, for working in your position?
I have held many roles within the Financial Service industry over the last 25+ years such as: Wire Operator, Cashier, Client Service Associate, Account Manager, Financial Advisor, Chief Operating Officer, Director of Advisory Services and Wealth Manager. Having this experience has given me broad knowledge for many different situations that come my way. My background has made me a good resource for clients and employees within our firm.
What’s your Archetype?
Protagonist Personality, ENFJ-A
What do you like about working at Bridge?
I have made some good, life-long friends.
What are the Bridge Advisory Core Values that drive you?
Three of Bridge Advisory core values speak to me directly because they are values that I use in my own personal life. These include: Be Straightforward, Be Thoughtful, Be Accountable.
Your top three favorite Podcasts/Books?
I am not really a Podcast listener, but I do enjoy reading. Some of my favorites include: The Treasured Writings of Kahlil Gibran, The Catcher in the Rye, Memoirs of a Geisha, Yakuza Moon: Memoirs of a Gangster’s Daughter.
What do you enjoy doing when you are not working?
Being in nature, hiking, fishing, photography, spending time at the beach, concerts, visiting museums & exhibits, travel, visiting national parks, attending writing and art workshops, making jewelry and trying new things (restaurants, adventure, etc.). I am always up for trying anything new that inspires the heart and soul.
What are you looking forward to?
I look forward to planning new adventures and exploring places I have never experienced.
What makes you smile?
Getting together with family & friends while creating memories and enjoying fun times together always makes me smile.
What would you do if you won the lottery?
Nobody would know if I won the lottery. But I would anonymously make a lot of people happy.
What’s the best adventure you’ve taken? Or favorite place you’ve traveled to?
Alaska. The towns are unique & lovely, and the fish & chips are the best I’ve ever had because of their freshness. There is so much beauty in Alaska’s landscape. I enjoy all the outdoor activities including biking, hiking, fishing, photography, kayaking, etc. while taking in the unbelievable scenery. Two of my favorite Alaskan excursions are taking a boat through the Inside Passage and riding in a helicopter and landing on Mendenhall Glacier. We were able to walk around and explore and I felt like I was in another world.