About Jackie
Jackie’s primary role is to deliver exemplary service and support to Focus Partners Wealth’s clients and advisors during each step of the wealth management process. She acts as the liaison with the firm’s custodians and works directly with advisors to provide seamless transitions for new clients and continued support throughout their relationship.
Outside the office, Jackie enjoys improv, taking dance classes, and hiking.
Jackie’s primary role is to deliver exemplary service and support to Focus Partners Wealth’s clients and advisors during each step of the wealth management process. She acts as the liaison with the firm’s custodians and works directly with advisors to provide seamless transitions for new clients and continued support throughout their relationship.
Outside the office, Jackie enjoys improv, taking dance classes, and hiking.