Partner, PCA Client Management
Jaye joined IWP Wealth PCA with experience in retirement planning, financial plan design and implementation, investment analysis, trading, and reporting. She started in 2006 as a Portfolio Analyst and then Director of Financial Planning at IPS Strategic Capital, a boutique investment management firm in Denver. Past roles include the Client Services Manager for a private wealth advisory firm in the Philadelphia area. In addition to her work at IWP Wealth PCA, Jaye teaches the CFP® Retirement Planning course at Metro State University of Denver. Jaye graduated Magna Cum Laude from Loyola University New Orleans. She holds her Series 65 license, as well as the Certified Financial Planner™ designation.