SFM Start Date:
July 2008
Education:
B.S., Business Administration
University of North Carolina
Credentials:
Series 65
Financial Industry Regulatory Authority (FINRA)
Work experience prior to joining SFM:
After college Aimee began working as a newsroom assistant at CNN International – a fast-paced job that helped her develop a wide range of communication and professional skills. After her husband’s military career moved them to Hawaii, she began working for a local medical billing software company. As the company grew she took on the role of Customer Quality Assurance Manager, coordinating with customers, vendors, and employees to ensure the best and most robust software product possible.
Role at SFM:
Aimee leads the Client Relationship Team, fostering a culture of exceptional service and ensuring clients receive timely, attentive support at every interaction. She specializes in resolving complex and time-sensitive requests, providing clients with confidence and peace of mind that their needs will be addressed promptly and accurately. Driven by a passion for helping others, Aimee combines strong relationship management skills with meticulous attention to detail. She also plays a key role in trading operations by supporting portfolio rebalancing and block trade preparation to help ensure accuracy and efficiency.
When not in the office:
When she’s not working, Aimee enjoys exploring Montana with her husband and taking advantage of the state’s endless outdoor recreation opportunities, including hiking to fire lookouts and swimming in its many scenic lakes. She is also passionate about endurance sports, having completed her first 70.3 Ironman triathlon in 2024 and a 129-mile charity bike ride in 2026. In addition, Aimee serves as her church’s Care Ministry Coordinator, where she volunteers her time supporting individuals and families in need.
