Jackie Schlup Daniels

Jackie enjoys the collaborative nature of financial planning and focuses her efforts on providing comprehensive financial planning for her clients, including goal planning, risk management, tax planning, retirement benefits, and asset allocation.

She holds both a bachelor’s degree in finance and a master’s degree in personal financial planning from Kansas State University. She is a CERTIFIED FINANCIAL PLANNER® Professional and holds the Certified Divorce Financial Analyst® and Accredited Estate Planner® designations.

Jackie began her career in wealth management in 2012 as a financial advisor at Edward Jones. She moved to Dallas in 2020 and joined Quest Capital Management, which was acquired by Mercer Advisors in 2021.

Jackie credits two mentors who pioneered fee-only, fiduciary planning — Bert Whitehead, founder of the Alliance of Comprehensive Planners, and Kendrick Mercer, founder of Mercer Advisors — as her inspirational guides. Jackie collaborates closely with clients to determine their aspirations for retirement and helps them create actionable plans to achieve their goals.

She is an obstacle course racer and spends her weekends hiking and trail running. She also enjoys reading, writing, and beekeeping.