Jackie joined Weiser Financial over 4 years ago and brought her excellent customer service experience with her. She assists in the new client onboarding process and client service experience. Jackie has an evergreen focus on client customer service. She spearheads all client service requests and inquiries to ensure timely processing and flawless execution. She will assist with client statements, changes to client information, and any other client needed requests. She will proactively reach out to clients to ensure timely reviews of their protection solutions and wealth management accounts. She champions our Protection solutions department and holds her life insurance and health insurance licenses.