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(610) 524-8266, x113

Jackie joined the company in 2016 and focuses on supporting financial professionals and servicing Personal Wealth Management clients as well as 401(k) participants. She enjoys the variety of her role and the diversity of each day.

Her career in the industry began in 1983 as a receptionist for Alden-Levine Associates, where she was promoted to Client Service Specialist. Through the years, she has assisted the Regional Vice President of U.S. Life Insurance Company, providing insurance sales support to 35 General Agencies. Jackie also assisted the President of The Villa Agency, Inc., supporting and maintaining a substantial book of business. As the assistant to the Branch Manager of the OSJ for LPL Financial (formerly W.S. Griffith, Inc). a Broker/Dealer and RIA, Jackie provided Insurance and Financial Sales Support to the Financial Advisors and serviced Clients of Phoenix Life Insurance Company. She also provided Insurance, Financial Sales Support and Customer Service to the Financial Advisors and Clients of Leon L. Levy & Associates/Levy Wealth Management Group.

Jackie has volunteered by preparing meals at the Ronald McDonald House and Philabundance, as well as at the University of Pennsylvania, as part of the Headstrong Foundation’s commitment to helping patients with blood cancers.

She resides in Pennsylvania and in her free time enjoys spending time with her husband, kids, grandkids, and extended family. She also enjoys spending time on the beach in Sea Isle City, New Jersey and reading a good book.

Jackie has earned industry Certifications from the Life Office Management Association (LOMA) including Associate, Financial Services Institute (AFSI), Associate, Life Management Institute (ALMI), Associate, Insurance Regulatory Compliance (AIRC), Associate, Insurance Agency Administration (AIAA), Associate, Customer Service (ACS).


She maintains her Life, Accident and Health licenses.

Let us do the work, because life's complicated enough. Today, tomorrow, together.

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