Jacki serves as a Wealth Manager, working closely with her clients to establish and maintain comprehensive financial plans. Specializing in investment management, estate planning, tax planning, risk management, employee benefits, education planning and retirement planning, Jacki covers all aspects of professional wealth management.
Prior to joining Creative Planning, Jacki served as an account executive for a large financial services firm.
Jacki earned her bachelor’s degree in Political Science, with a minor in Economics from The University of Massachusetts. She has also earned a master’s degree in Political Science from Leiden University (The Netherlands). She is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Jacki and her husband, Matt, enjoy spending time with their son, watching and playing sports, and traveling.