Jackie is outgoing, friendly and always looking out for clients’ best interests. Her sharp organizational skills help her remain incredibly responsive and efficient throughout each engagement.
Beginning her public accounting career in 2016, Jackie has spent the majority of her time in the high-net-worth world. She provides tax compliance and planning for these individuals and their sophisticated tax situations, with special expertise in the area of complex trusts.
Jackie lives in Northeast Ohio with her husband and their dog, but spent a portion of her childhood growing up in Korea — fueling her love for international travel today. Most recently, she and her husband visited Korea and Japan with her family. Jackie also enjoys trying new restaurants and breweries, playing tennis and pickleball, and running road races with her dad. The Cleveland marathon is one of their favorites races to take on!