Meet Jackie
Jackie is a Principal based in Dallas, Texas. She joined Mercer Advisors in 2021 through the acquisition of Quest Capital Management where she served as Financial Planner. Jackie is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Divorce Financial Analyst®, Chartered Special Needs Consultant®, and Accredited Estate Planner® designations. She earned a B.S. degree in finance, a certificate in personal financial planning, and a master’s degree in personal financial planning from Kansas State University.
Jackie’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Jackie has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Clients who care for dependents with special needs, with strategies for care, security, and legacy
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- For women breadwinners, financial strategies to support their families and long-term goals
Her working style
Jackie partners with clients to help bring structure and clarity to their financial picture, playing a hands-on role in addressing complex needs and guiding practical solutions.
Jackie in real life
What keeps you busy outside of work?
Family, traveling, and learning to play golf.
Any words you try to live by?
“Integrity is choosing courage over comfort.” ~ Brene Brown
What makes you tick?
I am involved with the Dallas Rotary Club and PEO.
Jackie’s snapshots
Meet Jackie’s Teammates
Carson Green
Client Service Specialist
What Jackie Says
By working together, Carson and I take care of the details so clients can focus on what matters most — living their lives with clarity, confidence, and reassurance.
Daniel Lime
Sr. Financial Planner
What Jackie Says
Daniel and I provide coordinated financial planning and wealth guidance that helps removes uncertainty, to give clients reassurance and clarity about their financial future.
Jonathan Gossens
Sr. Investment Strategist
What Jackie Says
Jon and I partner to deliver integrated financial and investment advice, helping ensure clients receive thoughtful guidance aligned with their long-term goals.
Clay Evans
Wealth Advisor
What Jackie Says
Clay and I collaborate as part of a team of advisors to help ensure clients receive the comprehensive support they need at every stage.
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