About Jaclyn
A lifelong learner, Jaclyn enjoys the dynamic, fast-paced, and exciting industry of wealth management. She has more than 10 years of experience supporting multiple advisors and servicing high-net-worth clients’ investment accounts to her role. Responsible for account administration, Jaclyn works with the firm’s team and custodians to ensure a seamless client experience.
Jaclyn joined Focus Partners Wealth in 2026, having previously worked at Kovitz and Strategic Wealth Partners (SWP). She appreciates the firm’s team approach, which she believes offers the greatest benefit to clients. Jaclyn also values the firm’s innovative focus and constant development of systems and processes to improve experiences for both clients and back-office operations.
Away from the office, Jaclyn enjoys attending concerts, practicing yoga, traveling abroad, and checking out dog friendly spots in Chicagoland with her husband and new puppy.
Education and Professional Milestones
-St. Norbert College – bachelor’s degree in communication
A lifelong learner, Jaclyn enjoys the dynamic, fast-paced, and exciting industry of wealth management. She has more than 10 years of experience supporting multiple advisors and servicing high-net-worth clients’ investment accounts to her role. Responsible for account administration, Jaclyn works with the firm’s team and custodians to ensure a seamless client experience.
Jaclyn joined Focus Partners Wealth in 2026, having previously worked at Kovitz and Strategic Wealth Partners (SWP). She appreciates the firm’s team approach, which she believes offers the greatest benefit to clients. Jaclyn also values the firm’s innovative focus and constant development of systems and processes to improve experiences for both clients and back-office operations.
Away from the office, Jaclyn enjoys attending concerts, practicing yoga, traveling abroad, and checking out dog friendly spots in Chicagoland with her husband and new puppy.
Education and Professional Milestones
-St. Norbert College – bachelor’s degree in communication