Jackie Roth, *FPQP™
Jackie joined Bond&Devick in 2018 as our Client Service Specialist. She has over 15 years of industry experience with many of those years working closely with Charles Schwab as a custodian. In 2011 Jackie earned the Financial Paraplanner Qualified Professional™ designation. She services our clients' accounts as well as assists the advisors in client meeting preparation.
In her free-time she enjoys watching her son play AAA Kid-Pitch baseball, singing karaoke, cooking/entertaining, four-wheeling, and spending time with family and friends. She grew up in Blaine, MN and attended St. Cloud State University. Jackie lives in Maplewood with her son Brock.
*Financial Paraplanner Qualified Professional™