Get to Know Jackie
Jackie’s favorite book is Katherine by Anya Seton.
She originally majored in history in college. She loves all things historical.
Jackie’s favorite car to ride in is her brother’s 1966 GTO.
Jackie started with HeimLantz as a tax professional who specialized in individual and fiduciary tax matters. When offered the opportunity, she moved to the Wealth Management side of the house. As a Wealth Management advisor, Jackie is a Certified Public Accountant, a Personal Financial Specialist and CERTIFIED FINANCIAL PLANNERTM professional. Her commitment to her clients, expertise within her field, and guidance and support within the firm, have made Jackie an asset to the Wealth Management team.
Jackie believes in working hard to deliver the best service product possible to her clients. She strives to meet her clients individualized needs, which is one of the reasons clients seek her service.
Jackie has deep roots within her community and volunteers regularly. She is a member of the Calvary United Methodist Church. Jackie supports the church’s Finance Ministry Team and acts as the Treasurer of Saefern Community.
Jackie currently resides in Annapolis where she enjoys playing bridge and spending time with her two children and five grandchildren.
- American Institute of Certified Public Accountants (AICPA)
- Maryland Association of Certified Public Accountants (MACPA)