Supervisor

Jaime Aulicino, EA

Jaime joined Louis Plung & Company in November 2021, after working at a Big 4 accounting firm serving the Wealth Management Trust Tax division. 

Description of Practice

Jaime graduated with a B.S. in Accounting and Finance, along with an M.S. in Cyber Security and Information Assurance. She currently holds Enrolled Agent (EA) designation.

As a Tax Supervisor, Jaime specializes in serving clients as part of the Louis Plung & Company Family Advisory Services (FAS) team. She primarily works with high-net-worth individuals, family partnerships, and trusts and estates. She focuses on planning and communication with clients to help facilitate the passing of generational wealth. 

Jaime serves on the board of the Association for Corporate Growth Future Corporate Leaders – a group of young professionals working to provide networking and educational opportunities for the region’s under 40 crowd. She is also a member of the Estate Planning Council and frequently meets with estate attorneys and financial planners to better help her clients.

Designations

Enrolled Agent 

Memberships

  • Association for Corporate Growth- Future Corporate Leaders Board
  • Non-Profit Leadership Association
  • Professional Services+ Collaborative
  • Estate Planning Council

Education

Robert Morris University

Bachelor of Science in Accounting and Finance (2018)

Master of Science in Cyber Security and Information Assurance (2018)

 

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