Jackie joined the Boston Retirement Group team in 2017 after spending many years supervising a fast-paced medical office where she specialized in coordinating patient care and communication. Jackie brings her strong interpersonal and administrative skills to our practice where she supports the many customized financial services being offered to our clientele.
As Client Services Coordinator for Patrick and Doug, Jackie’s responsibilities include the processing of new business and managing all aspects of customer service. Jackie is extremely detail-oriented, thorough and happy to assist with all our client’s requests.
Jackie and her husband Barry recently moved to Milton, Massachusetts from Newton where they raised their two children, Jessica and Daniel. Jackie loves hosting holiday gatherings and preparing recipes from her extensive cookbook collection. Favorite activities include enjoying Cape Cod in the summer and traveling anywhere there are beautiful beaches and warm sun. They enjoy spending time with their family, friends and especially their three young grandchildren: Penelope, Tripp and Brooks.