Jackie is responsible for providing tailored and customized wealth management advice and financial planning to individuals and families.  She oversees the delivery of services to clients and coordinates with their legal, accounting and other advisors.

Jackie has over 20 years of experience in private wealth management.  Prior to Chevy Chase Trust, she was a Portfolio Manager with a local boutique RIA firm, and Relationship Manager with Sanford Bernstein and Deutsche Bank.

Jackie is a Certified Financial Planner™ practitioner and Certified Divorce Financial Analyst.  She holds a Bachelor of Arts Degree from University of California Davis, and a Master of Arts in International Affairs from American University. In her spare time, she volunteers with AARP and other local organizations to provide financial advice to socioeconomically disadvantaged individuals and families.