Jackie has worked with Excel Wealth since the beginning of 2018, in an office manager capacity. She has helped the business grow into it's current RIA status by supporting the OSJ and advisor team.
She has worked in a variety of past roles, including finance, insurance, legal and medical support. Jackie enjoys communicating directly with clients and helping them set up new accounts. As the go-to person for troubleshooting at set-up, she will be one of the first people you meet at Excel Wealth.
Jackie is a mom of 2 kids, who enjoys spending time outdoors and volunteering within the community.