Jacquelin, Client Service Manager, joined our team in October 2023. She brings over 30 years of experience in the financial services industry. Her focus is to provide an exceptional client experience and high level of support to her team.
Jacquelin graduated Cum Laude and President of the Alpha Chi Honor Society from Roger Williams University in Bristol, RI, with a B.A. in Accounting and a Minor in Economics. She has her Series 7, Series 63 and Life, Accident, Health & VA Insurance licenses.
She resides in Lakeville, Massachusetts with her dogs Gus and Koa and her Siamese cat Hana. Jacquelin is an exhibited Fine Art Landscape Photographer and in her free time also enjoys playing tennis, gardening, hiking and spending time with her family.