<sup>Meet Jackie-O</sup>

Meet Jackie-O

With 17 years of experience, I help clients sort their

…emotions…

and their

…thoughts…

so that they make the healthiest decisions to reach their life dreams!

Hi.  I’m Jackie.  I grew up on a farm in central Wisconsin.  With a desire to move beyond the farm, I earned degrees in Business, Spanish, and Math at the University of Wisconsin -Stevens Point.  Almost immediately after graduating college, with an entrepreneurial spirit, I earned my Series 7 and Series 66 Licenses and began my career in Financial Services.  Initially, I built a business from scratch with Edward Jones where I achieved respected success and accredited accomplishments helping clients nation-wide working in branch locations in Arizona, Wisconsin, and Los Angeles.  I remained with Edward Jones for 14 years before joining a small independent firm where I gained valuable knowledge that ultimately led me to where I am today, owning my own practice:  Healthy Wealth Management, LLC.  

 

I desire to help clients with their wealth so that they can pursue their highest level of health.  My established process and down-to-earth demeanor provide a safe space that eases client’s concerns and gives them the voice they need to work towards their dreams and ultimate financial peace.

 

“Balancing your wealth for optimal health”.

 

In addition to being a Financial Advisor, I have a passion for art!  I have been studying, playing, dancing, and performing as an artist for over 25 years.  The same skills that I utilize as a Financial Advisor of being incredibly positive and mindful and understanding how clients are feeling, I leverage to embody art.  I love the very logical organization and methodology of being a Financial Advisor and the polarity of creative expression within the artistic world.  Both require me to be fully present and in-tune with the emotion and synergy around me!

 

As the owner of Healthy Wealth Management I lead by example and choose health in all areas of my life including, financial, physical, mental, and spiritual.  I read on personal growth and expanding consciousness to consistently improve my skills and awareness so that I can customize each experience to uniquely fit each client with whom I choose to work.  In my practice, I have the privilege and honor of exclusively working with clients with whom I’ve had a long-standing relationship and only taking on new clients with $1 million or more of investable assets.  Whether you find me working hard in the office or inspiring others to express themselves through art, my focus is on creating deep connections and empowering others to let their positive lights shine.

At my firm, I have the client—and only the client—in mind.

I'm confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help better prepare you for your future. After years in the business, I've developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a strong commitment to our community.

At our firm, we have the client&#8212;and only the client&#8212;in mind.

I invite you to discover and experience the power of my services.

No one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses your needs, wants, and long-term goals.

I can help you address your needs of today and for many years to come, and look forward to working with you.