Investment Planning, Portfolio Asset Management, Business Services
Check the background of this investment professional on FINRA’s BrokerCheck or sipc.org
Financial Planning
- General Savings
- Estate Preservation
- Retirement Savings
- College Savings
- Insurance Planning
Investment Management
- Qualified Retirement Plans
- Income Security and Distribution Strategies ^ Wealth Preservation
- Asset Management
Business Services
- Qualified Retirement Plans
- Business Continuation and Buy-Sell Planning ^ Key Person Protection

Jackie offers over 31 years of experience helping individuals and small businesses achieve their insurance and financial goals. Years as an employee benefit broker afford Jackie the ability to offer clients and companies a comprehensive approach to their financial and insurance needs. As many approach and consider retiring she can assist with the challenges of integrating the complexities of Medicare and employee benefit plans, with personal investment objectives.

Mike offers over 29 years of experience in financial services assisting clients, businesses and families achieve and secure their financial goals and independence.