Jacqui is a dedicated professional with over 10 years of experience in the financial services industry, bringing a unique blend of client-facing expertise and operational insight to the team. She transitioned from a previous Financial Advisor role and shifted entirely to operations and management, leveraging her deep understanding of the advisor’s experience to drive internal efficiency and growth. She holds key industry designations, including the State Life & Health Insurance Producer designation, along with the Series 65 & SIE licenses. Jacqui pursued her undergraduate studies at Westfield State and completed her graduate work at UMass Amherst. Originally from Westford, MA, she now resides in Middletown, CT, with her fiancé, her two children, two dogs, and two cats. In her free time, Jacqui enjoys traveling and cruising to destinations within the US, Caribbean, Europe and is passionate about reading, swimming, and scuba diving.