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CLIENT PORTAL

JAIME aDAMS

Client Success Manager
Jaime Adams

Contact Jaime

JAIME.ADAMS@BECKBODE.COM

 

LINKEDIN PROFILE

 

 

About Jaime

I first crossed paths with Beck Bode at a CrossFit event in Texas, and it was one of those serendipitous moments you couldn’t plan any better. I could tell quickly that Ben was from New England (we were both struggling with the Texas heat), and I could tell just as quickly that he and his team were people I wanted to stay in touch with—and we did just that. It wasn’t long after that Ben and I began having conversations about what it could look like if I joined the team, and when I got my copy of Dancing With The Analysts, that idea really began to take shape.

I had never been given a reading assignment for a job before, but I sincerely enjoyed the exercise of working with Ben to really understand its purpose and significance. In those early chats with Ben, I was constantly struck by how intentional every interaction was. It was obvious just how much thought and care he put into the questions he asked, the answers he gave, and how driven he was to get to know me as a person, beyond just my professional capabilities. That intentionality and care were further extended to me by every other member of Beck Bode I got to meet. Inexplicably, they each managed to make me feel like I was the only person in the world they wanted to talk to. I have never experienced such a level of focus and care from a company, let alone throughout an interview process, and it told me everything I needed to know about the heart of Beck Bode and why I wanted to be a part of it.

My career has given me the opportunity to work closely with clients, and throughout that time, I’ve always operated with the mantra of making people feel seen, valued, and taken care of. From the start, I saw that Beck Bode shares these same values. I witnessed firsthand how they prioritize the human side of things. While they’re sharp with numbers and strategy, it’s their genuine care for people that sets them apart. That’s what fuels me, and in my role in client success, I get to do just that—helping clients achieve their financial goals while making their experience with Beck Bode both personal and empowering.

Grit runs in my family. As the only girl among three brothers, I grew up tough—but I also come from a legacy of entrepreneurs and glass ceiling-breakers. My grandfather built a real estate empire with a high school education and dyslexia, and at 87, he still heads to the office every day. My grandmother, with three kids at home, walked herself to college to become a teacher and eventually a principal. My parents taught me to never be afraid of hard work, to always show gratitude, and to treat others with kindness. I am so proud of the legacy I come from and deeply honored by the legacy I get to join with Beck Bode. I truly can’t wait to get to know the rest of what makes this company so great—our clients!

CREDENTIALS AND OTHER INTERESTING FACTS
  • I love anime, comics, tattoos, reading, music of all genres, my two crazy German Shepherds, making people laugh and picking up a new hobby every month.
  • I received degrees in Economics and English, as well as a minor in Business Administration from the University of New Hampshire
  • My father is from West Virginia so I grew up dirt biking, four-wheeling and raising chickens and ducks
  • I could perform the entirety of Hamilton and/or Mamma Mia at a moment’s notice and my go-to karaoke song is Valerie by Amy Winehouse

 

Investment advice offered through Beck Bode, LLC, a registered investment advisor.
 
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Beck Bode or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s)) may be suitable for your portfolio or individual situation, or prove successful. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Beck Bode.