Jacqueline joined the team in May of 2022 as our Client Service Administrator. Her primary responsibility is to support and assist team members with client-related activities, such as, prepare client application and forms for new and existing accounts and follow up on client requests.

Jacqueline graduated from San Diego State University in August 2022 with a Bachelor of Science in Business Administration with an emphasis in Financial Services and, also holds the SDSU Certificate in
Personal Financial Planning.

Born and raised in San Diego, Jacqueline aims to assist clients reach their financial goals. Her interests include trying new restaurants, going to music festivals, and spending time with friends.