Client Relationship Associate
Jacqueline is a Client Relationship Associate for Intergy Private Wealth. She has been working with Mark and Charlie for 3 years. Jacqueline’s experience in finance and planning began in 2015 as a college intern with Northwestern Mutual. Two years later, she was employed as an associate for Geoffrey Schaefer. Her role included insurance and investment production and client services. Jacqueline soon joined Dunn Perrault and Associates where she held the insurance operations title.
She received her Bachelor of Arts in Business Administration and Finance from the University of Colorado at Colorado Springs. She is also Life and Health and Long-Term Care licensed.
Jacqueline enjoys spending her free time camping, fishing, and snowboarding with her friends and going big game hunting with her dad and brother.