Jacqueline Pena

Client Service Associate

Jacqueline joins our team with a wealth of experience, having dedicated several years to the life insurance industry with New York Life, along with a robust background in wealth management. She is renowned for her ability to forge strong, lasting relationships with clients, offering personalized guidance and unwavering support. Jacqueline's passion lies in empowering clients to realize their financial aspirations, utilizing her deep knowledge and strategic insights to tailor solutions that align with their unique needs. Her commitment to excellence and genuine care for her clients make her an invaluable asset to our team.