My Story
Jaime L. Quiñones, CFP®
Having excelled in math and science at an early age, Jaime always thought he was going to be an Engineer and was intent on pursuing an Engineering degree in college. However, that would all change during his sophomore year when he decided to take an introductory course in both Economics and Anthropology. He loved both classes of course, and has never looked back since! After graduating from Union College with a Bachelor’s of Arts degree, Jaime began his financial services career working in Midtown Manhattan at the branch office of a boutique Wall Street based investment firm. It would be several years later, and shortly after the financial crisis, when the company was bought out that he decided it was time to go independent and began doing business as Stockade Wealth Management.
When asked about his career path, Jaime has this to say:
“My career path has neither been straight nor easy, however, my reason for this career path has been quite personal. Even though I grew up in the Finance capital of the world, it wasn’t until I reached adulthood that I would realize that access to good financial advice was limited to those with the means to afford it. Growing up in a middle class family, I saw that members of my own family, and even friends, we’re not getting the kind of solid advice they needed to plan financially for the future. Oftentimes, it was only by after making costly financial mistakes were lessons learned. I became confident that with my understanding of the markets, along with my training as a CERTIFIED FINANCIAL PLANNER™ professional, I could help people better prepare for their future.”
When he is not working or spending time with his family, you can find Jaime practicing his amateur handyman skills fixing things around the house. He also enjoys traveling and learning while experiencing new things with a passion for adventurous outdoor activities. A native New Yorker, Jaime currently resides in New Jersey with his wife and three children.
Founder/Wealth Management Advisor
“I believe that the key to financial success is creating a plan and having the right people behind you to fully execute it and support you along your journey.” -Jaime L. Quiñones, CFP®
The Support Team
With over a decade of financial services experience, Jaime has guided his clients through all different types of market conditions and life milestones. Whether it has been the birth of a child, the loss of a loved one, or the emotional roller coaster of a turbulent stock market, he always provides a steady hand and treats each of his clients as if they were family. He believes that the key to financial success is creating a plan and having the right people behind you to fully execute it and support you along your journey.
Here is an overview of the the OSJ Support Team that supports Jaime and his clients.
Laura Vanderwall
Front Office Assistant
As a front office assistant, Laura is often the first point of contact for any incoming client request. Usually, as she is directing the incoming request to the most appropriate person, you can often see her personality and smile shine through the telephone. When she is not speaking directly with clients, she is assisting in the overall support of the office.
Keri Callison
Client Service Associate
As a client service associate Keri brings many years of financial services experience to her position. Keri is responsible for directing incoming client requests as well as handling local branch office check deposits. She is also responsible for handling any office workflow and administration of the office.
Lorena Gonzalez
Client Service Associate
Lorena has nearly a decade’s experience supporting top advisors and their clients. She communicates with our clients directly to assist with customer service, paperwork processing, account management/maintenance, and proposal development. She services clients with a high degree of dependability, flexibility and resourcefulness coupled with a highly professional demeanor and attitude.
Cheryl Thayer
Client Service Associate
Cheryl has been in the financial services industry for over 20 years providing friendly and consistent support to financial advisors and their clients alike. In addition to her role as a client service associate she is also the one primarily responsible for training new staff members of the team and handling any office work overflow. Cheryl is FINRA series 7 licensed.
Michele Terranova
Senior Client Service Associate
Michele has over 12 years of operational and administrative experience in the financial services industry. Her focus is to directly coordinate and ensure the completion of daily administrative tasks in a timely and efficient manner. She provides complete oversight of all the administrative tasks of the office.
Jaime Ploscowe
Branch Operations Manager
With a long history of industry experience, Jaime oversees and manages all of the operations for the various financial advisors and OSJ branch office staff. She provides tactical operational support to both clients and advisors to ensure the highest level of satisfaction. She is also insurance licensed.
