In her current position as Director of Client Relations, Jackie establishes and maintains relationships with individual and business clients. She also coordinates and coaches the staff in all areas of operations for the office.
Jackie has over 30 years in the financial services industry. She joined Gertsema Wealth Services, Inc. in 2011, after working at (the now) RBC Wealth Management, Inc. and with Raymond James, Mercantile Financial Group. Jackie passed her Series 7 and 63 in 1992 and 9/10 in 2006.
A resident of St. Joseph, Jackie has two sons and four grandchildren. Since the passing of her husband, Bob, Jackie enjoys reading, watching sports, traveling with her son and grandchildren, going antiquing and junking with her friends and spending time with her family.