Broker Check

Meet Our Team

Jacqueline M. Jacobsen, CIMA®, CFP®, CPWA®, CDFA®

Managing Partner Registered Principal


Originally from Northern England, Jacqueline moved to Seattle where she had careers in both Nursing and Engineering, (specifically on the design phase of the 777 aircraft at Boeing). Then she made a life changing decision to begin a career in financial services. Jacqueline began her practice in Austin, TX where for 15 years she helped high net-worth families live more meaningfully by designing comprehensive wealth management strategies.

Missing the Pacific Northwest, Jacqueline returned to the Seattle area in August of 2008 where she continues her practice. Jacqueline is firmly committed to long-term relationships and has always strived to deliver a high level of service by listening to clients, understanding their needs, aspirations and concerns.  Jacqueline's practice is built on trust.

Education is very important to Jacqueline; to be able to stay current on the financial and investment planning world, so that her clients stay informed of the forever changing financial landscape.  She has earned over 12 industry designations including the CFP®, CIMA® and CPWA® (Certified Investment Management Analyst and Certified Private Wealth Advisor through the Investment and Wealth Institute, (IWI)).  In addition, Jacqueline was an adjunct Professor at St. Edwards University in Austin, TX and an Instructor for the CFP® program through the University of Texas. She currently serves on the Professional Review Board and Admissions committee for the Investment and Wealth Institute (IWI) and she is a former board member of Psychology Beyond Borders.

When Jacqueline is not working, she loves to cook, work in her garden and travel. Jacqueline is an avid golfer and skier and fanatic Seahawks fan. She is happy to live in a beautiful place on Whidbey Island just north of Seattle with her fur babies.