Jaime Fitzgerald

VP, Trust & Estate Planning Specialist

Jaime is a Wealth and Estate Planning Specialist with more than 25 years of experience serving high-net-worth individuals and families. She collaborates with a dedicated team of investment, banking, trust and tax professionals to deliver comprehensive financial strategies.

Jaime develops customized financial plans that include investment management, estate and trust planning, retirement income strategies, cash flow planning, risk management, charitable giving, and education funding. She is passionate about helping clients create a space where they feel supported and empowered to make informed financial decisions that reflect their values and future aspirations.

She earned a Bachelor’s degree in Finance from Metropolitan State University in Minneapolis and is a CERTIFIED FINANCIAL PLANNER™. Jaime regularly participates in advanced educational programs to stay ahead of evolving client needs and planning opportunities.

Based in Orange County, California, Jaime serves clients across Columbia Trust Company’s footprint, including Washington, Oregon, Idaho, California, Arizona, Utah and Nevada. Outside of work, she values intentional living with a focus on health, nutrition, and overall well-being. She is an avid animal lover and enjoys spending time outdoors.