A relationship with your financial advisor should feel like talking with an old friend. That level of trust and comfort is exactly how your experience will be with Jacky. She has an innate ability to be a "listening ear," and details are not lost on her. She looks far beyond paperwork and account balances to see and understand the heart of who her clients are.
Born in London, Jacky’s family emigrated to Columbia when she was five years old. Jacky earned her undergraduate degree from the University of South Carolina. After starting her professional career Jacky went back to USC and earned her MBA. She is also a CERTIFIED FINANCIAL PLANNER™ professional, which is one of the most respected designations in the industry.
As a founding member of Beacon Group, Jacky has been working with many of her clients for over 30 years and takes great pride in the close relationships she has cultivated with her Beacon family. Along with Jason, Jacky is proud of Beacon Group’s history and excited to enhance the Beacon Experience for years to come.
When she isn't working, Jacky likes to spend time with friends and family and watch the waves roll in at the beach. She is also a proud supporter of all things Gamecock!
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.