Jacqueline Segura brings several years of experience in the financial services industry, with a strong background in operations, client service, and relationship management. She helps support the daily flow of the office and works to ensure that clients and the advisory team have a smooth, organized, and welcoming experience. Jacqueline enjoys building genuine relationships and takes pride in being someone clients can count on.
In her free time, Jacqueline enjoys spending time with family, taking trips to the beach, hiking, and practicing yoga with friends. She approaches her work with integrity and care, and is committed to helping every client feel supported and well cared for.