Jacki is Client Development Officer at F2 Strategy. With over 15 years of experience in the wealth management and technology sectors, Jacki has built a reputation for combining deep industry knowledge with a passion for innovative solutions. Throughout her career, she has worked alongside a diverse range of financial professionals, focusing on helping Registered Investment Advisors (RIAs) optimize their operations and enhance client experiences.

Jacki has a strong track record in developing and implementing strategies that bridge the gap between wealth management and cutting-edge tech solutions. She understands the nuances of the financial services industry and leverages technology to solve complex challenges, improving efficiency, scalability, and overall business growth for firms. Jacki consistently seeks to stay ahead of industry trends and harness emerging technologies to deliver value which has allowed her to help businesses scale, improve processes, and elevate their strategic capabilities. A native New Englander, when Jacki is not at work you can find her volunteering at various local community events or enjoying hobbies like running and surfing.

What are you most passionate about in your role at F2 Strategy?

I’m most passionate about helping our clients find the solutions that fit their unique needs. Solutions that not only solve the problem but transform the way they do business and help propel their strategy forward. Helping clients achieve their goals in ways the didn’t know were possible is extremely gratifying.

Who or what inspires you in your job?

Having the opportunity to help clients find solutions that create best in class experiences for their unique needs keeps me energized daily.  

What are three words that describe how you do your job?

Ardent, Dedicated, Industrious