Jaclyn Garcia

Care about what you do and it will show in your work. For Jaclyn, that guidance from one of her mentors defines her approach to financial planning. As her clients know, and as she demonstrates with every question answered, every personally tailored strategy crafted, and every financial milestone achieved, Jaclyn cares about her clients, as well as their hopes, dreams and goals.

Jaclyn believes that providing sound financial guidance requires much more than a comprehensive understanding of approaches and strategies – it requires a comprehensive understanding of each client. She knows clients entrust her with more than their hard-earned assets: They entrust her with their future. That is why this avid lover of the outdoors takes great pride in the long-term relationships she builds with her clients. They allow her to see the real fruits of effective financial planning, which go far beyond numbers on a spreadsheet.