Jackie started her career in the Trust Department at Harris Bank, working on both the investment and administrative sides of the business, before serving in management capacities at Concord Asset Management and Lodestar Investment Counsel.
In her role as Portfolio Administrator, Jackie provides wealth management services to Bartlett’s Chicago-based clients.
Jackie derives true joy from getting to know clients on a personal level to understand their unique needs and challenges. “Do unto others as you would have them do unto you,” is the adage Jackie carries from her grandmother into her personal and professional dealings.
- DePaul University, Chicago
- Jackie’s regular community contributions include volunteering weekly for a youth football league her husband started 24 years ago.