Career Background
Jackie began her career in the financial services industry following her graduation from Regis College and brings more than a decade of experience supporting financial advisors. She has developed a strong foundation in operations and previously served on the Transition and RIA Services team at Commonwealth Financial Network, where she guided advisors through complex business transitions and contributed to the implementation of efficient, well-structured operational processes. Her behind-the-scenes expertise plays an important role in ensuring a seamless and positive experience for both our office and clients.
Jackie is known for her attention to detail and dedication to providing a high level of service. She works closely with our team to help maintain strong client relationships and ensure we remain focused on guiding our clients toward their financial goals. Her commitment helps ensure a consistent and thoughtful experience across every client interaction.
Personal Life
Outside of the office, Jackie resides in Lynn and enjoys spending quality time with her husband, Jose, their daughter, Mila, and their dog, Rudy. She especially loves the warmer months, whether that means relaxing at the beach or traveling with her family to create lasting memories.