Always doing what is right and developing authentic relationships drives Jacqueline’s retirement planning at Wealth Advisory Partners. 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, and tailors solutions for preparing clients and their families; estate planning; charitable gifting; income and 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 Bachelors Degree of Business Administration and a minor in Graphic Design.
Jacqueline has over 5 years of experience working in the financial services industry and holds current Series 7, 66, and 63 Securities Registrations, in addition to being a licensed Wisconsin Insurance Agent. She is a member of the Estate Planning Council of Northeast Wisconsin and in her free time she enjoys volunteering with the Sturgeon Bay Lions club and the Miller Art Museum.