Jaime Fitzgerald, CFP^®

VP, Trust & Estate Planning Specialist

Jaime has more than 25 years of experience delivering comprehensive financial strategies to high-net-worth individuals and families. Her customized plans 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 feel supported and empowered to make informed decisions that reflect their values and 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.