Jackie Barber
Service Specialist for Shawn Wilson, Leal Deddens and Cole Smith
As Service Specialist, Jackie is dedicated to supporting the team throughout the financial planning process. From paperwork to operational procedures, she is always available to guide clients through account changes, applications, transfers, statements, and anything else that may arise.
Jackie’s other responsibilities include coordinating the scheduling needs for the team, staying up to date with various online support tools and maintaining client records.