Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Client and Corporate Services
Jacqueline is an Associate in the Virginia office.
Prior to joining Cerity Partners, Jacqueline served as a Portfolio Account Analyst at Palladium Partners LLC. She has more than 20 years of experience in the financial industry.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Operating Officer for Client Service & Development
Partner & Chief Technology Officer
Principal & Director of Training
Partner & Head of Operations
Partner & Head of Portfolio Management
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