Jackie enjoys developing strategies with her clients to make the most of their finances, empowering them to achieve their dreams and leave a lasting impact.
Jackie is a Chartered Retirement Planning Counselor (CRPC®) who began her career in wealth management at Morgan Stanley, where she spent 8 years with Morgan Stanley Wealth Management/Private Wealth Management advising high-net-worth individuals on their financial plans. Jackie graduated cum laude from Duke University with an East Asian Studies major (focus in Chinese). Jackie is fluent in Mandarin and represented Duke in the 2011 NCAA Tournament as a varsity lacrosse player.
Based in New York with her husband and two sons, Jackie enjoys long-distance running, golf, and cheering for the Duke Blue Devils.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
