Jackie joined Horizon Wealth Advisors in 2018 and is an integral part of the organization’s operations, portfolio management and other client service matters. Jackie performs multiple operational functions while supporting members of the wealth management team. She maintains regular contact with Horizon Wealth Advisors’ clients to assist with administrative needs, such as deposits, disbursements and distributions from client accounts. She also assists the Chief Compliance Officer to ensure and maintain SEC compliance for the firm.
Jackie graduated from Texas A&M University with a Bachelor of Science in Business and regularly enjoys tailgating at A&M football games to support her alma mater. Jackie was born and raised in Houston, Texas and enjoys cooking, traveling and spending time with friends and family.