Founding Partner & Financial Educator
Jaie has over 25 Years in the financial services industry with many spent as a regional consultant to Financial Advisors in the most well known firms in the industry. With expertise in Mutual Funds, Life Insurance, Long-Term Care, Annuities, and Cryptocurrencies, Jaie’s career has equipped him with an impressive skillset and perspective related to financial planning. His reputation as an innovative thinker has provided him with the opportunity to excel while managing growth and expansion projects. Today, Jaie is a founding partner of Quantum Financial Strategies; a financial firm was built upon the commitment to Educate and Empower the financial lives of their clients.
Founding Partner & Financial Educator
Since 2014, Brad Picha has dedicated his career to studying financial practices of the wealthy, then adapting those techniques to maximize his Clients’ portfolios. With expertise in Financial Modeling, Insurance, Investments, and Legacy Planning, Brad provides guidance in all facets of financial planning and finds particular satisfaction when working within markets that are underserved. As Co-Founder and Financial Educator at Quantum Financial Strategies, Brad utilizes education as a means to empower his Clients, so that they can restore confidence in their financial decision making.
Director of Client Experience
