Bio Jaime Eckels, CFP

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Jaime Eckels, CFP

Relationship Manager, Plante Moran Financial Advisors


Jaime Eckels is a relationship manager in the wealth management practice. She is known for helping clients define and monitor progress toward their financial goals.

She has been helping clients achieve their financial goals for 20 years and specializes in developing savings behaviors, implementing debt-reduction strategies, analyzing client cash flows, defining investment policy, determining portfolio allocations, minimizing income taxes and maximizing client balance sheets.

Jaime holds a BSBA in finance from Duquesne University and specializes in providing financial peace of mind.

Latest Features

Building Wealth
February 2020

Don't Just Give, Give Smarter

Many people give to charities at the end of the year in a mad scramble that ends up leaving tax benefits on the table. There's a better way. Here are three beginning-of-the-year tips to benefit your causes and cut your taxes too.

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Building Wealth
March 2019

7 Traits Shared by Every Good Financial Adviser

Getting good financial advice isn't just about stocks and bonds. It's about the relationship and trust you have with your adviser. Here's how to evaluate whether your professional is doing a good job and is the right fit for you.

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Building Wealth
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The 9 Steps to Take to Make 2019 Your Best Financial Year Ever

Even the best savers could benefit from taking a cruise through this financial checklist. And if you're not the most disciplined budgeter on the block, then even better.

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