Jacki joined Cornerstone Financial Strategies (CFS) in October 2017 as a LPL Registered Administrative Associate, bringing with her over 10 years of industry experience to the team. She began her career as an analyst for Russell Investments, and has held a variety of operations and service focused roles since. In 2013, driven by a desire to serve individual and small-business clients, Jacki transitioned away from the institutional side of the industry to become a Financial Advisor with Edward Jones. Most recently, she has been assisting high net worth families and foundations while managing their financial affairs as an Associate Client Manager for Cornerstone Advisors (not related to CFS) in Bellevue, Washington.
Jacki holds the Series 7 registration with LPL Financial, the Series 66 and 65 registrations with Financial Advocates Investment Management and is a graduate of Washington State University in 2007, with a B.A. in Business. Jacki is currently a candidate for a CFP® designation and is planning to sit for the comprehensive exam in March 2018.
Originally from the greater Tacoma area, Jacki has recently returned to Tacoma after residing in central Florida for 5 years. She now enjoys living in the Stadium District along with her 4-year-old rescue dog, Cadence. In her free time, she enjoys training in various equestrian sports, golfing and spending time with her family and friends. She was blessed to have been a part of a number of organizations during her time in Florida including Belleview Rotary, Shepherd’s Light House South, Marion Country Chamber of Commerce and STRIDE Dressage of Ocala, and looks forward to becoming involved in the Tacoma community now as well.Meet More of Our Team