4631 Tanner View Drive
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.
Partner, Manager of Client Services
Laura Lea is a veteran of the financial services industry. She started her financial career in 1976 with Merrill Lynch in Beaumont Texas as Cashier. Learning the business was very important to Laura Lea so she crossed-trained in the areas of Wire Operator and New Accounts Clerk. In 1979 Laura Lea moved to Rotan Mosle as the Wire Operator and continued her desire for learning by training in other positions as well as being the Operations Manager. Rotan Mosle became PaineWebber which was purchased by UBS Financial Services Inc. In 1995 Laura Lea moved to Bastrop Texas and joined UBS Financial Services Inc. in Austin Texas where she completed a 43 year career at major wire house firms as a Wealth Management Associate in 2020. During her career Laura Lea has received numerous Excellence Client Service awards. Laura Lea has taken great pride in providing unparalleled service and attention to detail for her clients and was very honored to receive these awards which recognized the work she had done.
Laura Lea lives in Bastrop, a town just east of Austin, Texas. She enjoys living in a smaller town with her two Bichee Poos; Finn and Emma Mae. When she is not working, she likes to hike, workout and spend time with her family and friends.
She has many charitable interests including: Partnership for Austin Children in Crisis, Helping Hand Home for Children, Ballet Austin, Austin Pets Alive, The 100 Club of Central Texas, Junior Achievement of Central Texas Inc and Central Texas Table of Grace.
Laura Lea is excited to be a Partner and Manager of Client Services for Sycamore Wealth Management LLC.