Jacki employs an honest, holistic, and educative approach when working with clients and families. Her objective is to help create personal and professional outcomes that align with their financial goals. She is a trusted resource when collaborating to manage our clients’ broader financial lives. Jacki initiated her career in 2000 in investment trading, spending the last 12 years serving as a staff accountant and managing financial concierge services at a boutique tax firm. She joined our team in 2022, blending her background and passion for investment advisory service in a family office environment. With thoughtfulness and positivity, Jacki assists clients in navigating tax strategy, creates business-owner solutions, and performs cash-flow analysis and education. She values accuracy, integrity, trust, and reliability, and her approach is comprehensive, solution-oriented, and relationship-focused. With a growth mindset, Jacki is committed to building lifelong relationships and helping clients and their families achieve personal and professional outcomes that align with their financial goals. She treats clients as if they are family, embarking on a journey together, navigating life’s successes and setbacks.