Jackie provides direct client support such as assisting in completing required paperwork, processing requested distributions, IRA required distributions, and contributions, and handling tax withholding preferences and changes.
She holds an A.S. in Business Administration and is working on a B.S. in Accounting.
In the financial industry since 1997, Jackie enjoys working with and helping clients—many of whom she’s known so long, she considers them family.
When not working, Jackie loves spending time with her kids and her family. She enjoys watching soccer and basketball, watching her children play, bike riding, swimming, walking, and spending time at the beach. One of her newest addictions is listening to audio books.
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