As Director of Client Services, Jackie expertly directs our team of client relationship professionals to assure that all client requests and communication are handled with efficiency and excellence. In addition, she works closely with Shepherd’s wealth advisors to incorporate their requirements in building, managing and enhancing the firm’s client service programs and resources. Jackie’s expertise is illuminated in her critical role training and developing the skill sets of the client relationship team members.
Most recently, Jackie has earned her Investment Adviser Certified Compliance Professional credential. In addition, she holds her Life and Variable Insurance license with the Commonwealth of Massachusetts. She implements our team's insurance recommendations by working with clients throughout the application process and keeping them updated on the status of the policy. Jackie joined the Special Needs Financial Planning group in January 2010 and joined Shepherd Financial Partners with the team in 2011.
She graduated from University Of Massachusetts- Dartmouth in 2009 with a BA in Marketing. Jackie resides in Acton, MA and enjoys golf and running with her dog, although much of her free time is spent learning about and working on renovating her home.