Jacki joined Cornerstone Financial Strategies (CFS) in October 2017, bringing with her over 11 years of industry knowledge. She began her career as an analyst for Russell Investments, and has held a variety of operational and service focused roles since.
In 2013, driven by a desire to serve individual and small-business clients, Jacki made the transition away from the institutional side of the industry and became a Financial Advisor with Edward Jones. Originally from the greater Tacoma area, Jacki returned to Washington in 2016 after residing in Florida. Most recently, she assisted high new worth families and foundations by managing their financial affairs as an Associate Client Manager for an advisory firm based in Bellevue.
Jacki is a Certified Financial PlannerTM professional. She holds the Series 7 registration with LPL Financial and the Series 66 and 65 registrations with Financial Advocates Investment Management. She graduated from Washington State University in 2007 with a B.A. in Business.
Jacki was blessed to have been a part of several organizations during her time in Florida including Belleview Rotary, Shepherd’s Light House, South Marion County Chamber of Commerce and STRIDE Dressage of Ocala. She now enjoys living in the Stadium District along with her five-year old rescue dog, Cadence. In her free time, she enjoys golfing, hiking, climbing, mountain biking and spending time with her family and friends.
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