Financial Planning Associate
Jackie joined Fairhaven in 2021 as an intern while she completed her undergraduate degree in Finance and Economics at North Central College in Naperville, Illinois. After graduation Jackie accepted a full-time position hitting the ground running immediately going to work towards her Certified Financial Planner™ designation which she plans to complete in 2023.
Financial literacy is a real passion for Jackie. “My favorite professor taught my personal finance/wealth management class. His devotion for advancing financial literacy was obvious and contagious. I knew immediately I wanted to be part of the solution. The first time I visited the Fairhaven office and met the team, I knew I had landed somewhere special. Financial literacy and communicating without jargon are cornerstones of the firm. Fairhaven feels like family. The office culture is unmatched – it is an atmosphere of excellence while still having fun.”
Jackie spends her free time with her two dogs, a Pomeranian, Koda and a Pitbull, Diesel. She also enjoys weightlifting, cooking, reading and recently started training mixed martial arts. “It’s humbling and requires a great deal of self-discipline…much like investing!”