Jacqui is an Estate and Succession Planning Specialist at Charter Financial Group (CFG), an independent financial planning firm serving clients across the nation from its Annapolis, MD; Salisbury, MD; and Houston, TX offices. She is based out of the firm’s Houston office. Jacqui is registered with Lincoln Financial Advisors Corp., a registered investment advisor who has been a leader in financial planning in the United States for more than 50 years. Lincoln Financial Advisors is also a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation, which is a Fortune 500 company.
Jacqui is passionate about and committed to serving ranchers and agribusiness owners. She employs a client-centric approach to addressing the estate and succession issues that face these landowners today. Her strength is creating objective and customized plans that help provide her clients with an enhanced sense of security regarding their future, as well as the future of their family and business.
Jacqui is a past Vice President of Education and Beef Promotion for the Texas Coastal CattleWomen. She is a member of the National Cattleman’s Beef Association and Texas Southwestern Cattle Raisers Association. She is a frequent guest speaker, having presented at the Beltwide Cotton Conference, the Texas Southwestern Cattle Raisers Convention, and the Texas State Soil & Water Conservation Board.
Jacqui routinely participates in philanthropic endeavors. Through her work with the Texas Coastal Cattlewomen, Jacqui has helped raise funds for scholarships given to local youth pursuing careers in agriculture, supported the Houston Holcombe Ronald McDonald House, as well as the Fisher House on the Veteran’s Administration campus in Houston.
Jacqui understands the hard work involved in being a good steward for livestock and land. She obtained her artificial insemination and palpation certification in 2015, and she enjoys spending her free time at her family’s ranch in Yorktown, Texas.