Jacqueline is a financial advisor who builds long-term relationships using a holistic approach with individuals, families, and small business owners to help them determine and meet their financial goals. With over 20 years of experience in the financial services industry, she believes helping people to understand and feel confident about their financial situation is key to living a happier longer life.

Jacqueline and her husband have three grown children. They spend their time volunteering, gardening, reading, and enjoying the company of their extended families. 

After graduating from Loyola Marymount University, Jacqueline spent time as a high school teacher, and private school administrator before following her father into financial services where she acquired the designations of CASL® and RICP®.

Jacqueline is licensed to sell insurance in AL, CA, HI, ID, NC, NV, TX, UT, VA. 

CA Insurance License #0D02638

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