
Kathy brings 30 years of experience and a wealth of knowledge of the financial services industry to our team. She has worked alongside Gerry and Jeff for the last 10 years and shares their commitment to both an excellent and personable client experience. Additionally, Kathy is registered and currently holds a Series 7 license.
Kathy is a Chicago native. She moved to South Florida with her husband, Jim, in 1971. She and Jim currently live in Port St. Lucie near their two children and three grandchildren.

Jackie joined our team in 2006 after graduating from the University of Central Florida in Orlando with a bachelor’s degree in Finance. As a senior registered service associate, she currently holds Series 7, 66 and life, health and variable annuity licenses. Her CERTIFIED FINANCIAL PLANNER™ certification represents the successful completion of a rigorous process that includes demanding education, examination, experience and ethical requirements.
Originally from Dallas, Texas, Jackie and her family relocated to Palm Beach Gardens, Fla., where they currently live.