Jaymie Stone, FPQP™

Paraplanner

Boise, ID

Department: Internal Operations

Jaymie joined Modern Wealth in October 2024 as part of the acquisition of Petso Financial Consultants, LLC. Within two months, she was promoted from a Client Service Specialist to Paraplanner after earning her FPQP (Financial Paraplanner Qualified Professional™) designation.

In her current role, Jaymie works closely with the financial advisors to provide valuable support throughout the planning process. She assists with everything from taking notes during client meetings and gathering crucial financial information to creating comprehensive financial plans. With her keen attention to detail and growing expertise, Jaymie plays an integral role in helping clients move closer to achieving their financial goals.

She was born and raised in Boise and loves being outside and enjoying the beauty of Idaho whenever possible. Jaymie loves to cook, especially Italian food! On a normal day, you’ll find her listening to music or true crime podcasts or catching up on whatever shows she’s currently into. She also has a soft spot for animals and supports the Idaho Humane Society.

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