Jackie joined LifeBridge Financial Group in the summer of 2025, bringing more than 15 years of experience in banking, wealth management and private equity. Her broad background gives her a strong understanding of financial operations, client service and the fast-moving nature of the industry.
As a Client Service Associate in the Waco office, Jackie supports the team with client communications, account servicing and operational and compliance processes. Her experience allows her to navigate complex requests efficiently and provide clients with clear, dependable support. She values building strong relationships and helping ensure every client interaction feels seamless and well supported.
Outside of work, Jackie enjoys traveling, gardening and spending time with her family.