Jaimie Sousa, CFP®, CEPA®

As a Senior Wealth Advisor at The Colony Group, Jaimie consults with high-net-worth individuals, business owners, and their families to provide comprehensive financial planning. With more than 15 years of experience, Jaimie enjoys building long-term relationships with her clients and their families to provide the most appropriate guidance for each situation. She excels at integrating the key aspects of planning, including long-term cash flows, retirement planning, estate planning, risk management, portfolio management, and tax considerations. Jaimie appreciates that business owners have special considerations for their retirement planning and enjoys establishing the right team of professionals to prepare for the eventual transition of their ownership interest to ensure that her clients have confidence that the transition plan will successfully fund their personal goals post-transition.

Jaimie earned her Bachelor of Science in Management from Bridgewater State University. She holds professional designations as a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor. In 2022 and 2023, Jaimie received the Best Financial Advisor/Planner, Silver Award presented by the Best of the Lakes Region Awards. She was also recognized with the Young Professional Award in the 2020 Community Heroes Awards by the Lakes Region Chamber of Commerce.

Jaimie has more than a decade of experience in nonprofit board leadership. She serves as the Immediate Past Chairperson of the Greater Lakes Region Children’s Auction, which most recently raised over $625,000 in 2022 to be distributed to more than 60 non-profit organizations committed to helping children in need in the Lakes Region. Jaimie also serves as an Incorporator for the Belknap Economic Development Council. In the past, she was an ambassador for the Lakes Region Chamber of Commerce; founding member and former President of the Lakes Region Young Professionals group, then known as Fusion; board member for the Franklin Opera House; and a volunteer with SCORE.

Outside of the office, Jaimie is an active volunteer for the Greater Lakes Region Children’s Auction. While she currently serves as Immediate Past Chairperson for the board of directors, she also enjoys leading the technology committee and volunteering at events throughout the year. Living in the Lakes Region, Jaimie enjoys exploring the lakes and mountains that make it an iconic tourist destination. She also enjoys spending time with friends exploring local restaurants and shops and taking in live music, especially at the outdoor pavilion in Gilford.