Advisor CRPC, CRPS, AIF
Jackie joined the firm in 2016 with 19 years’ experience as a financial advisor. She holds Series 7, 63 and 65 licenses with Cambridge Investment Research as well as life and health licenses. Jackie holds the Chartered Retirement Planning Counselor designation (CRPC), as well as the Chartered Retirement Plans Specialist (CRPS) and Accredited Investment Fiduciary (AIF) designations.
Prior to joining the firm, Jackie has worked as an independent financial advisor at KMS Financial Services, Inc., and Commonwealth Financial Network in the Portland area. She studied Biology and Spanish at the University of Buffalo.
In her spare time, she enjoys flamenco dancing, music, and traveling and exploring the outdoors with her partner, Bob.