A 25-year veteran of the financial services industry, Jackie joined Silversage Advisors in May 2015 as our firm’s Director of Operations. Prior to Silversage, she held diverse positions as an operations manager, a registered assistant, and as a registered representative. She holds her series 7, 66 and life/health insurance licenses.
Jackie’s wide range of experience brings a wealth of knowledge and expertise to Silversage Advisors’ clients. Her passion for the industry, ability to develop exceptional relationships with clients, and determination to find the best solution for each unique situation are the intangibles that make a good process great.
Jackie worked her way through college and received an Associate of Arts degree from Coastline Community College. She also studied accounting at Cal State Long Beach.
She enjoys spending her free time with her husband of 27 years, two athletic sons and three warmhearted, active sisters. Together, they enjoy hiking, traveling and watching baseball – Go Dodgers! Jackie is also an outdoors enthusiast, especially in the spring and summer.