Jacqui provides clients with more than 23 years of financial services experience. She utilizes a holistic, cross-disciplinary approach to financial planning. Her process includes identifying and quantifying client’s short and long-term goals then creating a road map to work toward reaching their objectives. Jacqui assists clients in the areas of retirement planning, estate planning, investment planning and tax reduction strategies. Long-term relationships with her clients has afforded Jacqui the opportunity to build a multi-generational practice, often working with three generations of one family.
Away from the office, Jacqui spends her time volunteering and supporting tourism in Galveston Island as part of the Krewe of Gambrinus.