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Client portal

Jackie Kronewitter

Jackie is highly skilled at developing successful financial road maps for clients based on their needs and aspirations.

Jackie’s more than 25 years of experience in wealth management includes an extensive background in financial planning, investment management and retirement planning.

With a holistic, disciplined and nuanced approach, Jackie develops, implements and monitors investment strategies customized to each client’s goals and needs. Jackie’s philosophy is to take the time to know and understand what matters most to each client, and cultivate an honest, enduring relationship in which transparency and objective guidance are a given.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS  

  • CFP®
  • Certified Retirement Services Professional
  • Marian High School, volunteer
  • Michiana Down Syndrome Center, volunteer

EDUCATION

  • Bachelor of Arts, business administration (cum laude), Bethel University
  • Retirement Plan Services School(honor graduate), Cannon Financial Institute
See Jackie ‘s Office
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