• Jaclyn Gilbert

    Client Services

    Client Communications Coordinator

Jaclyn joined our team in 2013 as our Client Relations Coordinator. With her educational background and experience with customer service, Jaclyn is committed to working with our financial advisors and honoring our client relationships with the highest level of service. Her responsibilities include client communication, operations, compliance, and office administration.

Jaclyn has earned a Bachelor's degree in Business Administration in Marketing from Sam Houston State University and enjoys the outdoors, reading, and spending time with family and friends.