Jackie is a Vice President Client Advisor at New Wave Wealth Advisors and offers complex financial modeling and investment management for high‑net‑worth clients and families. Prior to joining the firm, she was a Vice President for Arvest Wealth Management as a wealth advisor and financial planner. As a CERTIFIED FINANCIAL PLANNER™ or CFP® professional, she focuses on holistic financial planning by addressing all areas of a client’s financial life including investment management and asset allocation, estate planning, risk management, and liability management. Jackie earned her degree in Finance from Missouri State University and obtained her securities licenses in 2011. Through her career in wealth management, she has gained experience working for large investment companies including Vanguard and Wells Fargo Advisors, as well as an independent boutique firm in Charlotte, North Carolina working with high-net-worth families focusing on estate planning and wealth transfer.
Jackie is originally from Missouri and relocated to Northwest Arkansas in 2020 from Charlotte, North Carolina to be near where she grew up and to be close to extended family. Outside of work, Jackie and her husband, along with their three children, enjoy traveling, going to the lake, and participating in youth sports. She also spends time volunteering at her children’s schools and other local organizations. She is thrilled to be raising her family and growing her practice in Northwest Arkansas.