Joined Bell: 2020
Hidden Talent: Amateur dog groomer & handy woman
Inspiration: Her “little sister” from Big Brothers Big Sisters
Jacquelyn joined Bell Investment Advisors in February 2020 and serves as a Paraplanner and Relationship Manager. She began her career in the telecom industry and has 20+ years of project management experience. While she was successful in her telecom career, she always had a passion for personal finance. Jacquelyn is thrilled to join the Bell team and is currently completing courses at UC Berkeley Extension to become a CERTIFIED FINANCIAL PLANNER™ (CFP®).
Jacquelyn was born in the Pacific Northwest and spent most of her youth in both Southern California and Washington State. She graduated from Washington State University (GO COUGS!) with a BA in Business Administration and a Minor in Advertising. Her interest in personal finance was first sparked in 1998, when a friend invited her to join a women’s investment club. Through the investment club, Jacquelyn learned how to evaluate companies and present stocks to the club for consideration. The club has also taught her to ride the waves of the stock market, including the downturn in 2008. Through the years, the club members have remained close and the group of women have forged a strong bond. Jacquelyn values her investment club tribe, and considers them to be part of her foundation.
Over the last ten years, Jacquelyn has mentored disadvantaged youth as part of Big Brothers Big Sisters. Much of the time that she spends with her mentees involves financial literacy. She’s seen, from personal experience, that teaching youth about basic financial concepts, early in their lives, can make a huge impact. At the end of the day, Jacquelyn really enjoys helping people.
In her free time, Jacquelyn can be found outdoors with her Labradoodle “Hap” (short for Happy). In the summer, she enjoys off-leash dog hiking in the various dog-friendly East Bay Regional Parks. She also enjoys tinkering in her home and fixing/replacing things including light fixtures, faucets, pressure valves, thermostats, etc. She figures if she really messes things up, she can always hire a professional to fix the mess she made! Isn’t that true for most things in life?