Jackie has been practicing as a fee-only financial planner since 2000 and has been in the financial services industry for over 20 years. Her diverse background and experience working with retiring baby boomers, working families, corporate executives, young entrepreneurs, business owners, and foundations exemplifies her success and commitment to building practical, evolutionary financial plans tailored to fit each clients risk profile and unique life circumstances.
Prior to joining Core Wealth Management, Jackie managed the Palm Beach Gardens office of Family First Financial Planning, a fee-only financial planning firm. She also helped establish a wealth management services group at a prestigious regional investment firm located in Chicago, Illinois. She provided comprehensive financial planning services, including retirement planning, asset allocation and investment analysis, tax planning, education funding, estate planning and cash flow planning for the firm’s high net worth clients and prospects. Jackie began her financial planning career at a family office, helping to manage and oversee several hundred million dollars in assets across four generations of family members. Additional experience includes several years in commercial and investment banking and a short time as an auditor at a public accounting firm.
Jackie holds a Bachelor of Science with a concentration in accounting from the John M. Olin School of Business at Washington University in St. Louis and the designation of Certified Financial Planner™.