Jacqueline (Jacky) has several years of financial services and office administration experience in the corporate arena. Jacky chose Financial Independence to get away from the “sales culture” often associated with the financial services industry – where quotas typically take precedence over clients. Instead, her passion is delivering exceptional service and creating strong, personal relationships with each client. She is driven by the desire to make a difference in the lives of our clients and to support our team in a way that allows for maximum efficiency and value. For Jacky, creating a WOW client experience is not just a job or even a goal, but a passion of individuals and companies that achieve greatness. She’s also an integral part of the behind-the-scenes office activities, insuring hassle-free account administration and exceptional service for clients and partners.
Jacky graduated from Rhode Island College with a bachelor’s degree in communications and business administration. She resides in Cumberland, RI and enjoys spending time with her husband, Tim, and their two small children, Savannah and Wyatt. She also appreciates making memories with her family by spending time at local parks, zoos, and beaches.