As the next generation of our financial team, Jackie was literally raised in an “advisor” family, so becoming a Financial Specialist was a natural revelation. Her studies at Walsh University garnered a degree in Sociology with a concentration in finance and ethics. The continual change within the financial industry inspires Jackie. “I enjoy learning new information and expanding my knowledge base, so the constant flux of the financial and insurance sector is a motivator. I can only guide our client families properly if I continue to educate myself.”
Our clients appreciate her attention to detail and sincere interest in their lives. Jackie focuses on retirement preparation strategies and income longevity. She also works with our farm families to structure legacy planning. “Local farmers grow needed crops while growing our communities. Sustaining them is an investment in everyone’s future.” Away from the office she and her husband Kyle love spending time with their two beautiful boys.