Jaclyn joined our firm in 2015 as a Business Processor. Since then she obtained her series 7 and moved into the Special Project Coordinator position.
Jaclyn has continued her education through the years in mathematics, business, and computer science. She brings our team professional experience in insurance processing, client services, marketing, and accounting. It is her broad range of business knowledge and experience that makes her a key asset in firm strategy design and business operations planning here at Foundations Financial. Jaclyn is a Registered Representative of Securian Financial Services, Inc
“I believe a business’s strategies are just as complicated and vital as a building’s architecture. I’m passionate about designing strong, long-lasting ‘foundations’.”
Jaclyn resides in Doylestown, PA with her husband, Adam and their two children. Her interests include cooking, entertaining, films and music. She also spends time participating and volunteering at Central Bucks Family YMCA and First Baptist Church of Doylestown.
“The ability to convert ideas to things is the secret of outward success.” – Henry Ward Beecher