Jackie is a Financial Professional at Independence Financial. She started with the firm as a Paraplanner where she assisted with many of our back-office reports, financial plans, projections, and investment analysis. Over the past 5 years she has grown in her role to become fully licensed and gain the knowledge and qualities it takes to work with clients on an individual and team basis. Her drive is to help individuals and businesses with their full retirement planning needs throughout all stages of life. Jackie is currently working towards her CFP designation.
Prior to joining the Independence Financial team, Jackie studied at the University of Wisconsin- Oshkosh, where she received a Bachelor 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 endowment program within Wisconsin that is completely student run.
Jackie resides in Oshkosh with her husband Michael, young son Braxton and their dogs. She enjoys spending her free time running, attending sporting events and quality time with family and friends.