Jackie is passionate about helping people understand finances and make smart decisions to achieve their dreams. She enjoys being a financial coach and guiding people on the right path to their goals. Jackie works with clients to provide financial planning and investment management services. Her role includes working with clients with as Senior Advisor to develop financial projections, create savings plans, and decide on investment strategies.
Jackie is a member of Hamilton Capital’s Women’s Exchange and launched the 2018 Lunch & Learn Series. She is passionate about educating women on financial topics and making them feel confident about their financial decisions.
Jackie joined Hamilton Capital in 2015. Previously, she worked at a local financial firm for a few years where she was responsible for trading, account administration, marketing and more. She also earned her CERTIFIED FINANCIAL PLANNER™ certification in 2017 and is a member of the Financial Planning Association. Given the complexities of Social Security and the important role it plays in someone’s retirement, Jackie recently became a National Social Security Advisor Certificate Holder.
As a graduate of John Carroll University, Jackie received her bachelor’s degree with a concentration in finance and a minor in Spanish. Jackie played on the Women’s Varsity golf team at John Carroll University where she broke the women’s 18-hole scoring record.
Outside of work, you will find Jackie on the golf course, cooking, or spending time with family and friends.
Some of my fondest memories involve golf. One particular fun fact is all the girls on the John Carroll University golf team had a nickname.
It started one night, when a girl named Paige, came to visit my roommate and me, who both played golf. She accidentally called me Judy instead of Jackie and from there on Judy was born. Often during a match, my teammates would yell, “JUDY, how is it going?” My opponents would be confused, and I would just explain the story behind the nickname. By the end of college, the girls called me Jude or Judy. Honestly, it feels weird to be called Jackie on the golf course as Judy tends to be the better player.