Jackie is a Certified Financial Planner™ professional, Investment Adviser Representative with Valley National Advisers, Inc., Registered Representative with Valley National Investments, Inc., and Licensed Insurance Agent in Pennsylvania. She is also an Enrolled Agent, which is the highest credential the IRS awards.
The real joy in being a financial advisor is in the relationships we build with our clients, standing side-by-side with them.
Jackie’s personal mission is to be a trusted resource for her clients while delivering financial guidance. Her goal is to make clients comfortable enough to feel like they can ask her anything. Jackie is passionate about financial literacy and believes when you understand your financial options you can make the best decision for your situation.
As a Financial Advisor, Jackie focuses on comprehensive financial planning (tax, cash flow, budgeting, retirement and estate planning) and investment portfolio analysis and management. She also has a special focus in Executive Benefits as part of Valley National’s ExecutiveEdgeTM team. She works with corporate leaders to offer clarity and understanding about their executive benefit options and how those important choices can play a role in their personal financial planning. She also helps prepare the next generation by assisting with tax and education planning for those clients’ descendants.
As a full-time professional and mother of three, Jackie understands the demands of work-life balance and can relate to the challenges and questions that many families face. “I help people understand their financial options and choices,” she says. “I want to be a resource for them to help make good financial decisions.”
After more than 15 years, Jackie continues to build her knowledge and expertise to be a qualified resource for clients. She is a member of both the Financial Planning Association and the Estate Planning Council of the Lehigh Valley.
Jackie resides in Nazareth, PA with her husband and three children. Her passion for financial fitness carries over into her personal passion for healthy eating and living. In between work and family, Jackie enjoys discovering new healthy recipes to prepare with her family and working out. She also volunteers on the Board of Directors for Northeast Ministry and serves regularly as a Sunday school leader at her church.
- Certified Financial PlannerTM (CFP®)
- Enrolled Agent (EA)
- BA – Business Administration and Organizational Behavior – New York University, New York, NY
- Investment Adviser Representative Valley National Advisers, Inc.
- Registered Representative Valley National Investments, Inc.
- Licensed Insurance Agent (PA)
Affiliations / Awards
- Member, Financial Planning Association
- Member, Estate Planning Council of the Lehigh Valley
- Board of Directors, Northeast Ministry, Bethlehem, PA