Jeannie Jackson, CPWA®, CFP®

Eagle Creek Financial Advisors, LLC.

Categories

Professional Services Financial & Investment Services Insurance

About

Over the years, I have watched money intersect with life's most significant moments: the sale of a business, retirement, divorce, illness, the loss of a spouse, or plans that did not unfold as expected. Those moments deserve thoughtful advice, steady discernment, someone willing to listen before offering recommendations, and a relationship built on trust.

I have a particular commitment to serving people in transition. Many clients come to me during pivotal moments in their lives, looking for clarity, direction, and a trusted advisor who respects what they have accomplished and understands what lies ahead.

Today, I work with business owners, corporate executives, families new to significant wealth, and multigenerational families who want to prepare the next generation with intention. Whatever brings you to Eagle Creek, my role remains the same: protect what you have built, bring clarity to important financial decisions, and provide the confidence that comes from moving forward with purpose.

You worked hard to build it. My commitment is to ensure every financial decision honors that effort.

The Difference Between Being Managed and Being Known

Additional Info

Woman owned independent Wealth Management Firm 

Images

Contacts

Jeannie Jackson, CPWA®, CFP®
Primary
Jeannie Jackson CPWA®, CFP®
Owner

Powered By GrowthZone