Jacinda is a Partner and Regional Vice President of Business Development for Creative Planning, introducing the firm’s wealth management services to clients including investment management, financial planning, charitable planning, retirement plan consulting, tax planning and preparation, and estate planning services.
Jacinda came to Creative Planning with over a decade of experience. She started her career providing fee-based investment advice for a Fortune 500 Investment Company where she achieved her Series 7, 63, 9/10 Licenses. After gaining market, trading and investment experience with high-net worth clients, her career moved into management to teach and coach other advisors and brokers to meet their clients' needs. Her management experience led her to oversee assets totaling in the multi-billions within the Midwest region. In addition, she has led many training seminars on investing and trading. Jacinda is excited to once again personally help clients meet their investment, estate planning and retirement needs at Creative Planning.
Jacinda has two sons, Caleb and Carson. She attended Indiana University majoring in psychology. She regularly volunteers at St. John Lutheran Church School for charity drives, auctions and events. She is also treasurer of the Parkway South High Football Boosters. Jacinda enjoys reading, boating, camping, traveling and playing sports with her family.