Chief Operating Officer, Partner
Jackie is a Paraplanner who is the Chief Operations Officer for our office. She heads several divisions including life insurance, home mortgages, and client services. In addition, she oversees both Brokerage & Advisory Account requests and insurance processing. She will schedule appointments for you and ensure that the appropriate member of our team responds to your needs.
Getting To Know Jackie
Favorite food: Tacos
Best piece of financial advice received: Pay yourself first.
Favorite quote: I swear by my life and my love of it that I will never live for the sake of another man, nor ask another man to live for mine. -Jon Galt
If you could meet anyone, past or present, it would be: Christopher Columbus
Hidden talent: English riding equestrian
Favorite book: Atlas Shrugged
What motivates you: Helping people
Favorite holiday: 4th of July
Something on your bucket list: Owning property in Tennessee
Place you’d most like to visit: Ireland