Jacquie has spent almost 20 years focusing on helping families identify the purpose for their wealth and developing plans that are consistent with their goals. As a Family Wealth Strategist with TFO Family Office Partners, Jacquie helps families align their investments, estate plans, philanthropic strategies and other financial matters with their specific objectives and purpose. Jacquie enjoys developing deep relationships with the families she serves and strives to minimize the financial burden and stress families often feel in their lives while providing them freedom to spend time doing the things they most enjoy. While Jacquie is focused on serving families, she also helps to shape the direction of TFO Family Office Partners as a member of the firm’s Operating and Executive Committees.
What most excites you about your work?
I say all the time, I feel like I have won the career lottery as not a day goes by where I am not filled with joy and excitement being able to do what I do. I feel so fortunate to have the opportunity to help create trusted relationships with our clients and their families and walk alongside them in their financial journey. I believe that nothing is more fulfilling than seeing a client achieve their financial goals and have peace of mind and comfort in their plan to align their wealth with their purpose.
Why did you choose TFO Family Office Partners?
The decision to join TFO when they opened their doors many years ago, was a very easy one for me and one I will always be thankful I made. The values of TFO are omnipresent in our daily lives and are the foundation for driving not only how we serve our client families, but also how we serve our colleague family. These shared values, our TFO colleagues and our client families are the reasons I chose to join the firm and the reasons I continue to love being a part of the TFO family.
What are some of your life's biggest influences?
I am influenced on a daily basis by the people around me, but two of my biggest influences would have to be my parents. My dad, for teaching me the meaning of hard work as I watched how much hard work and dedication he has put into operating his business for the last several decades. My mom, for showing me how to be a mom, by being an incredible mother herself who never waivered in her compassion and unconditional love for us.
Education
Arizona State University
B.S. Accounting
B.S. Finance
Hobbies and Interests
- Lots of hiking, walking, and biking with my husband and two children
- Watching my children’s sports games
- Hot yoga
- Traveling and exploring new places as a family
Industry Designations and Certifications
Certified Public Accountant (CPA)
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