PRINCIPAL AND DIRECTOR OF FINANCIAL PLANNING SERVICES, WEALTH ADVISOR
A Certified Financial Planner® practitioner, Jackie takes a holistic approach in assisting individuals and families with their financial planning and wealth management needs. Jackie understands that financial planning is a delicate balancing act between living for today and planning for tomorrow; she prides herself on offering an unbiased perspective so that her clients can make deliberate and informed decisions.
Jackie has been with Core Wealth Management since 2013 and has over 20 years of experience as a fee-only financial planner. Previous professional experience includes working as a financial planner at William Blair & Company, LLC, as a vice president of loan syndications and a commercial banker at Bank of America, and as an auditor at Price Waterhouse. Her diverse client base has ranged from executives and entrepreneurs to retirees and foundation trustees, exemplifying her commitment to building practical, evolutionary financial plans for a wide range of risk profiles and circumstances.
Jackie holds a bachelor’s degree in business administration from Washington University in St. Louis. She also is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Jackie, her husband, Larry, and their sons, Adam and Corey, live in Jupiter.