Jackie Mohr, FPQP®
Client Service Associate
EDUCATION AND CREDENTIALS
Rasmussen Business College - Associate’s Degree
Financial Paraplanner Qualified ProfessionalSM
What first drew you to this work and what continues to motivate you today?
I was initially drawn to this field by the opportunity to work alongside a team of dedicated professionals focused on delivering high-quality client service and strong results. What continues to motivate me is being part of a collaborative environment where we can make a meaningful difference in our clients’ financial lives.
What does great client service look like in your role and how do you hope clients feel as a result?
Great client service in my role means being consistently available, responsive, and reliable while proactively finding solutions to meet client needs. I want our clients to feel confident, supported, and valued, knowing they can depend on us for timely and thoughtful service.
What part of this work feels most meaningful to you?
The most meaningful part of my work is building strong client relationships and being part of a supportive team. I value the camaraderie among colleagues and the shared commitment to delivering an exceptional client experience.
How do you like to spend your time outside of work, and what helps you recharge?
Outside of work, I enjoy spending time on the lake or being outdoors with my family. These moments help me recharge and maintain a healthy balance.