Developing authentic relationships drives Jacqueline's retirement planning at AFI Wealth Strategies. With her straightforward and friendly approach, she sits on the same side of the table with her clients to create a personalized roadmap to address their concerns and achieve their goals.
Jacqueline focuses on the big picture through comprehensive financial planning. She tailors solutions for clients and their families with strategies for estate planning, charitable gifting, tax efficient distribution strategies in retirement, business succession planning and farm transfers.
Jacqueline Szczepanski is a native of Pulaski, Wisconsin and grew up milking cows on her family's dairy farm. She graduated from St. Norbert College with a Bachelor of Business Administration degree and a minor in Graphic Design.
Jacqueline has over 7 years of experience working in the financial services industry and holds current Series 7, 66, and 63 Securities Registrations, in addition to being licensed as a Wisconsin Insurance Agent. She serves on the Estate Planning Council of Northeast Wisconsin Board of Directors and the Miller Art Museum Board of Directors in Sturgeon Bay. In her free time, she enjoys volunteering with the Sturgeon Bay Lions Club.