Jackie is the Director of Wealth Planning of Spinnaker Investment Group, LLC and brings over 20 years of experience in the financial services industry. As a CFP® practitioner, she’s worked at some of the top financial institutions including Mass Mutual, TIAA, Fidelity Investments and Mercer Global Advisors. Jackie specializes in holistic financial planning, wealth management, protection strategies and multigenerational planning. Her passion for helping women during major life transitions compelled her to attain the Certified Divorce Financial Analyst™ (CDFA) designation, which allows her to act as a financial advocate throughout divorce proceedings and empower women to move forward with h