Jackie joined Atlanta Retirement Partners in 2015. Since 1996, she has partnered with both public and private sector employers toward the goal of developing stronger retirement programs and healthier retirement outcomes for employees.
Jackie has worked for some of the retirement plan industry’s largest institutional providers including Principal Financial Group, ADP Retirement Services, Mass Mutual and Fidelity Investments. She earned her Bachelor of Arts degree in English from St. Anselm College and a Master of Arts degree in International Relations from Syracuse University’s Maxwell School. Jackie has also earned the Certified Plan Fiduciary Advisor (CPFA®) credential from the National Association of Plan Advisors (NAPA). This credential demonstrates the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
Jackie holds the Series 7, 65, 6, and 63 securities registrations with LPL Financial and is Georgia Life, Accident & Sickness, and Variable Products licensed.