Jackie joined our team in 2006 after graduating from the University of Central Florida in Orlando with a bachelor's degree in Finance. She has been working with the team for 10 years and shares the strong commitment to providing the highest level of service to our clients. 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. Jackie and her husband Chris have a two year old son, Emmett, and will be welcoming their 2nd son in December 2018.
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.