Jackie Kronewitter
Senior Director, Wealth Management
Jackie is highly skilled at developing successful financial road maps for clients based on their needs and aspirations.
Jackie is a Senior Director of Wealth Management at Choreo, based in the Mishawaka, Indiana office. Holding both the CFP® and CRSP® designations, she specializes in estate planning, financial planning, insurance planning, asset protection, philanthropy, retirement planning, and tax planning and services. With over 25 years of experience, Jackie is highly skilled in developing and implementing comprehensive financial road maps tailored to her clients’ unique needs and aspirations. Her approach is holistic, disciplined, and nuanced, integrating investment strategies that align with each client’s goals.
Jackie’s philosophy centers on building long-lasting transparent relationships with clients, taking the time to understand what matters most to them and providing objective sound guidance. Prior to joining Choreo, Jackie served as a Director at RSM US Wealth Management LLC and spent a significant part of her career at 1st Source Bank, where she advanced through various roles including Investment Analyst, Retirement Plan Consultant, AVP, and Portfolio Manager, Vice President.
PROFESSIONAL AFFILIATIONS & CREDENTIALS
- Certified Financial Planner®
- Certified Retirement Services Professional®
- Michiana Down Syndrome Center, Volunteer
EDUCATION
- B.A., Business Administration (cum laude), Bethel University
- Retirement Plan Services School (honor graduate), Cannon Financial Institute
