Director of Operations
Jackie serves as Director of Operations for Pillar Financial Advisors. Jackie started her career in 1990 in residential lending with the last decade focused on personal financial planning. She is responsible for coordinating the day-to-day operational processes, including all aspects of client on-boarding. Her primary focus is to ensure client’s needs are exceeded consistently with a high level of attention to detail. Jackie assists the advisors in monitoring client retirement income plans making sure goals and assets are in alignment as life changes and updates occur. In addition to her series 7 and 66, she is State Life and Health insurance licensed which affords her the ability to concentrate on making sure our clients insurance matches their needs.