Client Relationship Manager
Jackee recently joined the team as the Client Relationship Manager for Owen. She has a background as an administrative assistant/office manager and hopes to bring those skills to the team. Jackee is an XEO Wealth Planning client and looks forward to building a strong relationship with other clients by making sure they are well taken care of. When she’s not in the office she enjoys spending time with her family and friends whether they are eating, playing board games, or taking trips.