Going the Distance to Meet your Goals
Financial goals can change over time and Jackie Marquardt uses her financial expertise to help you go the distance. Whether short-term goals to meet specific needs or long-term goals such as saving for education or retirement, she helps you plan for financial success.
Jackie appreciates helping clients develop clarity and options when looking for solutions that fit their unique financial needs.
Areas of Expertise
- Mortgage lending
- Consumer loans
- Checking and savings accounts
- Retirement Planning
Education and Professional Credentials
- Bachelor’s degree / Finance / Minnesota State University Moorhead
- Master’s degree / Business Administration / University of Mary
The Rest of the Story
Preparing for your financial future requires expertise, a sound plan and a coach to help you reach the finish line. With experience in banking and finance, Jackie appreciates the opportunity to help clients meet their goals.
She also serves as a board member of a non-profit and is part of an online community called I Run for Michael, running for children who are unable to physically run themselves.
As a runner, Jackie has completed 17 half-marathons and four marathons. The commitment to planning and discipline needed for covering a 13.1-mile or 26.2-mile race is a quality that she applies in her work with clients as well.
She will help you keep the pace, making strides to reach your financial personal best.