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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.