Jackie is responsible for all account administrative functions, including: answering client questions, scheduling appointments, preparing client reports, answering questions about statements and account information, assisting with online access and entering orders on the client's behalf. Essentially, she keeps the machine running smoothly.
Jackie graduated from Coe College with bachelor's degrees in public relations and sociology. She began her career in the financial services industry in 2007 and made the decision to join RBC Wealth Management in 2012. Jackie has passed the Finra Series 7 and 63 exams.
Jackie lives in Waukee with her daughter, Mariella. They also have a golden lab named Charlie who gets a lot of attention. When she has spare time, Jackie enjoys spending time with her family, watching her daughter dance and being outdoors.
