Jaqueline is committed to making every client interaction feel personal, welcoming, and well-supported. As an Operations Associate, she helps keep things running smoothly behind the scenes—supporting your advisor and contributing to a seamless experience for every client. Through thoughtful check-ins, timely emails, and proactive reminders, Jaqueline brings warmth and reliability to each touchpoint, helping clients feel cared for from day one. 

Outside the office, Jaqueline treasures time with her family. She has a passion for fitness and health, enjoys teaching, and loves cheering on her son at the baseball field and her daughter on the softball diamond.