As a mother, LPL financial advisor and active volunteer, Jayme Grange is no stranger to juggling competing priorities. It’s this very experience that makes her so effective in working with clients seeking strategies to save more for retirement while tackling a broad range of daily financial demands and time constraints.
“The first thing I tell people is to pay yourself first,” Jayme says. “Make it automatic and take it out of our account before you can get to it. By saving even a little each day it all adds up!”
Much of Jayme’s time is spent advising and educating retirement plan participants in the institutional arena on their 403(b) plans, as well as ROTH IRAs and other areas of personal finance. Jayme believes money is a tool that we are taught far too little about during our early years. “Yet it plays a significant part in almost everything we do throughout our lives,” she adds.
Jayme believes each of the various assets that make up an individual’s financial picture play an important role – savings, investments, retirement, and insurance. But she recognizes that it can be overwhelming for people to effectively manage all of their assets.
“My goal is to be the advisor I always wanted to have—a person you could sit down with, spread everything out on the table and end up with a plan that makes sense for your life—someone who can help you put that plan into action.”
“Once people begin to gain control over their money, using it to fulfill their wants and needs, it can be life-changing,” Jayme states. Jayme’s goal is to assist her clients by looking at their whole financial picture to identify what they’re doing right and what they could be doing better.
Jayme holds her series 7 and 66 securities registrations as well as her Life Insurance license through LPL Financial.
Born and raised in El Dorado, Jayme graduated from the University of Kansas with a degree in communications. After living in Kansas City and Wichita, she returned to El Dorado where she now resides with her husband, Matt, and son, Charlie, born in 2008.
Jayme has been involved with numerous organizations and worked for many years in the not-for-profit sector before joining Spencer, Wernli & Wilson Advisors. Other organizations she has been involved with or supported through volunteer work include:
El Dorado Chamber of Commerce
El Dorado Main Street
El Dorado Charities Auxiliary
Junior League of Wichita
Butler Community College
MDA- Muscular Dystrophy Association
Wichita Chamber of Commerce
Kansas World Trade Center