Over the past 20 years, Jackie has enjoyed a diverse global career in financial services and business development. At FBB, her primary focus is providing holistic financial planning by working with her clients on retirement planning, education funding, risk management, and tax optimization advice.
Jackie began her career in private wealth management, working with Sanford Bernstein and Deutsche Bank in the Los Angeles area. This was followed by a successful stint in Melbourne, Australia working in executive recruitment for Robert Half International. Most recently, Jackie worked with the Institute of International Finance, managing key relationships with prominent senior banking executives across Europe and Asia.
Jackie is a Certified Financial Planner® practitioner and Certified Divorce Financial Analyst. She holds a Bachelor of Arts Degree from the University of California Davis, and a Master of Arts in International Affairs from American University. Jackie speaks fluent Korean and resides in Darnestown, Maryland with her husband Eric and their three boys. Outside of work, Jackie is an outdoor enthusiast who is passionate about travel and cheering for her boys at swim meets.