Jackie is a CFP® Professional and registered principal in Harrisburg, PA. In addition to her CFP® credentials, she also carries the prestigious Chartered Retirement Planning Counselor accreditation. In the metropolitan area, she has become a well-known financial planner focusing on retirement and income planning.

Jackie and her team primarily provide fee-based advisory services. In partnership with Raymond James Financial Services, she has the ability to offer her clients a comprehensive retirement plan built to meet their needs.

Jackie began her career in the financial planning industry in 1997.

When she’s not working, Jackie loves to spend time outdoors in her kailyaird. She has a small farmstead that includes a flock of backyard chickens. Jackie is married and the proud mother of two (very active) sons.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.