Jacquie is a Registered Assistant on the Jeff Bigler, Andy Vix, and Trina Urban team. Jacquie is a 2006 graduate of the University of Wisconsin – La Crosse, where she earned a degree in Finance with a minor in Economics. Jacquie has worked on the team since 2013 and holds her Series 7 and 66. She assists with developing customized investment proposals, helps with day-to-day operations involving money movement transactions, and managing company retirement plans for our clients.
Outside of work, Jacquie and her husband Matt have two children that keep her busy. She can usually be found at a sports field or hockey rink. She also enjoys golfing, traveling, and spending quality time with her family and friends.