Jackie is a CERTIFIED FINANCIAL PLANNER ™ professional and has been working with James Barnette for over 17 years. Jackie is the Associate Advisor for our high-net-worth families. She is passionate about educating her clients about the importance of planning, so they can pass along their knowledge for generations to come. “The biggest impact I can make is turning my client relationships into multi-generational relationships. I have some families with four generations of clients working with the Global Advisor Group. It gives me so much joy to know not only the kids of my clients, but grandkids, and great grandkids”.

Jackie specializes in retirement planning, education planning, tax and estate planning needs. Jackie holds a bachelor’s degree in business from Henderson State University and an MBA with an emphasis in Finance from Oklahoma City University.

In her free time, Jackie enjoys gardening, travelling, sailing and spending time with family. She helps her husband, Steve, deliver Meals on Wheels.

Jackie holds the following designations and registrations held through LPL Financial.

• Designations: CERTIFIED FINANCIAL PLANNER™ professional
• Licenses: Series 66, Series 7 (all securities registrations are held through LPL Financial)