Jackie spent more than a decade as a business coach to Brian, Gary, and other financial advisors — always exploring how she could be part of the organization. When the timing finally aligned, she joined Vero as COO.
With 20+ years of financial services experience and a Master's in Organizational Development from the University of Pennsylvania, Jackie focuses on client experience and helping firms grow strategically. She's currently pursuing her Certified Divorce Financial Analyst (CDFA) designation, with a focus on supporting clients going through divorce and coordinating with their attorneys.
Outside of work, Jackie stays active playing tennis and pickleball, and enjoys unwinding with a good book.