Jackie Schlup Daniels
Wealth Advisor
CFP®, CDFA®, AEP®
jschlup@merceradvisors.com
Jackie enjoys the collaborative nature of financial planning and focuses her efforts on providing holistic financial planning for her clients. She holds both a Bachelor’s degree and a Master’s degree from Kansas State University. Jackie began her career in the wealth management industry in 2012 as a financial advisor at Edward Jones. She joined Quest Capital Management in 2020 after relocating to Dallas, Texas and served as the point of contact for financial planning including goal planning, risk management, tax planning, retirement benefits, and asset allocation. Jackie works closely with clients to determine their aspirations for retirement and helps them create an actionable plan to achieve their goals. She is an obstacle course racer and spends her weekends hiking and trail running.
