Jackie Kinderman*

Paraplanner

Phone: 920-236-6587
E-mail:
 

Jackie is a Paraplanner for Independence Financial.  She assists with many of our back office reports, financial plans, projections, and investment analysis.

Prior to joining the Independence Financial team, Jackie studied at the University of Wisconsin- Oshkosh, where she received a Bachelors of Business Administration, majoring in Finance with a minor in Financial Planning and Insurance.  During her time on campus, Jackie participated in the Student Managed Endowment Fund. This is a program of selected students that manage seven investment portfolios. The Student-Managed Endowment Fund began in 2000 and is the only program within Wisconsin that is completely student run.

Jackie resides in Oshkosh with her husband Michael and their dog Rhetti.  She enjoys spending her free time running, attending sporting events and spending time with family and friends.