About: Jackie achieved CFP® designation and completed her Master’s degree in Personal Financial Planning through Kansas State University in December of 2017. Prior to joining BWA she served investor needs as a financial advisor at Edward Jones and Commerce Brokerage. She enjoys building relationships with clients and helping them achieve life goals. Outside of client interactions, she is part of the leadership team at BWA and works on internal projects such as: company blog, intern program that focuses on attracting women to financial services and the financial planning process.
Specialty: Her primary disciplines are Financial Planning, life insurance and retirement planning. Using extensively researched strategies, along with a dedication to expert thought leadership, Jackie addresses the challenges facing investors in ever-changing markets.
Quote: "Even if you are on the right track, you'll get run over if you just sit there." - Will Rogers