Background & Family Life
Jacqelyn Brian is a proud native Texan who treasures time with her 12-year-old son. Basketball is a year-round passion in their home, and you’ll often find her cheering from the sidelines or spending time in the gym supporting him.
Outside of work, Jacqelyn loves to read, cook, and bake. She has recently taken up sewing and enjoys making handmade blankets for NICU babies, which she donates as a way to give back to families during meaningful moments in their lives.
Business Philosophy
Jacqelyn has a genuine love for people and a heart for service. She believes retirement and financial planning are too important to be treated as just numbers on a page.
While many focus primarily on money management, Jacqelyn believes in supporting the whole retirement experience. She is passionate about educating clients so they can make informed decisions and feel confident about their future. Her goal is to help clients navigate retirement with clarity, confidence, and peace of mind.
Education
Ashford University – Bachelor of Arts in Public Relations and Marketing
Prior Business Experience
Fisher Investments – Account Executive, Regional Sales Associate, Regional Sales Associate Group Manager, Onboarding Elevations Group Manager