About
With over 25 years of industry experience and holding both Certified Financial Planner and Certified Retirement Councilor* designations, Jacqueline is a dedicated wealth advocate and fiduciary. She has also been honored with the FIVE STAR Wealth Manager Award for seven consecutive years (2019-2025)**. Jacqueline has developed a strong understanding and expertise in investment management, retirement and estate planning, all tailored around tax efficient solutions as well.
Jacqueline’s passion lies in helping individuals, families and small businesses design comprehensive planning strategies that will help them grow and sustain their wealth. Educating clients so they can make informed and sound decisions while on their personal journey towards financial security and independence is also very important to her.
In her down-time, Jacqueline enjoys spending time with her husband, Scott, their children and grandchildren. She also enjoys traveling, bicycling, golfing, gardening and reading.
Jacqueline graduated from St. Cloud State University with Bachelor degrees in both International Business with an emphasis in Marketing, and French.
*CRC conferred by InFre®
Education
- BS, St. Cloud State University
Awards
- **Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019, 2020, 2021, 2022 2023, 2024, or 2025 FIVE STAR Wealth Managers. Awarded 12/01/18 for the period of 3/23/18 - 10/23/18. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21. Awarded 12/01/22 for the period of 3/14/22 - 10/18/22. Awarded 12/01/2023 for the period 03/13/2023 -09/29/2023. Awarded on 11/1/2024 for the period of 3/13/24 - 10/29/24.
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