Jackie and her experienced team specialize in providing her clients a high-touch, built-to-suit approach to wealth management, with Jackie serving as her clients’ partner and “master architect” of a holistic financial plan.
She is a thorough and engaged listener, aiming to always know her clients’ objectives and to go the extra mile to meet their needs. Her style is one of true partnership with her clients, communicating clearly and working to have them buy into their plan to pursue their goals and financial well-being.
In her 18 years as a financial advisor, her clients have come to trust her for her integrity and dedication. They know she treats them as she would her own family, making recommendations based on thorough consideration and commitment to work in their best interests.
Prior to joining Raymond James in 2021, Jackie was affiliated with Edward Jones for 17 years. Before shifting her career to financial advising, she worked for Fidelity Investments overseeing the implementation of employee benefits plans, founded and operated an accounting software company and worked as a software consultant for Accenture.
She earned her Bachelor of Arts degree in finance from the Warrington College School of Business at the University of Florida. She has also earned the Certified Financial Planner™ professional certification.
Jackie is committed to community service. She currently teaches first- and third-year family practice residents a course on personal finances twice a year at St. Elizabeth Healthcare. She is a member of the Northern Kentucky University Foundation board of directors and serves on its finance committee. She is also a member of the Behringer-Crawford Museum board of directors and its finance committee.
She is originally from Minneapolis but grew up in Florida. She has lived in Kentucky for the longest part of her life, raising her two children, Jessa and Jonathan, in the state.
In her free time she pursues a mix of hobbies including the natural and the cultural, with outdoor activities including hiking and kayaking, and artistic interests like art collecting and playing the piano. She also enjoys traveling, cycling and playing tennis.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.