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