About
With over 20 years of administrative experience, Jackie supports clients and advisors and thrives at being a solutions provider. She lives in North Olmsted with her daughter and enjoys spending time with family and friends and attending community and sporting events.
Education
Cleveland State University
Bachelor of Arts, Operations Management and Business Statistics
Community
Recreational Youth Volleyball and Softball Coach
Susan G. Komen 3-Day
Dave Lightner
CEO/Founder
T.J. Gliha
President
Lauren MacLaren
Senior Vice President, Family Wealth
Pete Franz
Chief Investment Officer
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Private Client
Adam Bruderly
Senior Vice President, Head of Learning & Development
Michael Baker
Vice President, Wealth Management
Dan Romic
Vice President, Wealth Management
Bryan Costin
Vice President, Private Client
Amy White
Director, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Manager, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Senior Associate, Private Client
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Associate, Client Service
Charlie Hruby
Associate, Client Service
Mitchell Knotek
Associate, Client Accounting