Jackie joined Meridian in 2017. She focuses on careful analysis of client goals and circumstances to provide comprehensive and dynamic wealth and investment management services. Additionally, she manages the integrity of Meridian’s portfolio performance software. Prior to joining Meridian, Jackie worked for Fidelity Investments as an Investment Consultant. She was recognized as a leading performer in researching, presenting, and recommending investments.

Jackie holds a BBA in Finance from the University of Texas at Austin. She is a Chartered Financial Analyst^® professional.

Jackie resides in central Austin with her husband, Hunter, and their English Springer Spaniel, Finley. Outside of work, she enjoys outings on Lake Austin, live music, and traveling.