Jaime Hefner, BCAA®
BCAA® (Board Certified in Asset Allocation from the Institute of Business & Finance)
Jaime Hefner has been in the financial services industry for over 25 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.
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.
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.