Who We Are

After witnessing her mother fall victim to poor financial advice that cost her family everything, Jacqueline Schadeck set out to become a go-to resource for financial guidance. She has helped high-net-worth clients keep and grow their assets over the past decade, and is now a trusted partner in creating generational wealth.

Jacqueline is a CERTIFIED FINANCIAL PLANNER™ (CFP^®) professional who helps individuals and families gain financial clarity. Offering both insurance and investment products and services, she believes people need comprehensive financial guidance to make the best decisions. Jacqueline has been asked to contribute to numerous media outlets, including CNBC, MarketWatch and Atlanta Business Chronicle. In any given week, you might find her leading financial education presentations for a local AARP chapter or explaining the tax code at a public library education session. She was even honored with the Impact Award by the Financial Planning Association of Georgia for her dedication to the industry.

In keeping with her desire to help others, Jacqueline gives back to her community by volunteering for various organizations. These include her church, several non-profits and her college alma mater, Kennesaw State University, where she played basketball for the Owls on scholarship and graduated cum laude with a bachelor’s degree in finance. Jacqueline is also a past board member for the Financial Planning Association of Georgia.

Brooke plays a key role in helping bring our clients’ financial plans to life. Working closely with our advisors, she coordinates the operational details, paperwork, and processes that move recommendations from strategy to implementation. Her organization, attention to detail, and commitment to follow-through help ensure a seamless experience for both our team and the families we serve.

Outside of work, Brooke enjoys spending time outdoors with her family. Whether she’s planting and harvesting in her garden, preserving homegrown produce, or preparing a meal from scratch, she loves creating and caring for the people around her. When she has a quiet moment, you’ll often find her curled up with a good book.

Rose is a Client Services Coordinator who helps keep the team organized and the day-to-day operations running smoothly. She manages schedules, coordinates meetings, and takes care of the details that help keep everything on track. Outside of work, Rose enjoys spending time with family, going to the beach, traveling, and enjoying life’s little moments.

Jena ensures our internal systems and processes run efficiently so we can deliver consistent, high-quality service to every client. She manages our technology platforms, and financial planning tools, streamlining workflows and supporting both our team and clients.

When she’s not optimizing processes, Jena loves discovering ways to make technology work smarter, not harder.

Hans manages the processes that keep client services running smoothly. He coordinates onboarding, meeting preparation, and follow-ups, ensuring that every step happens on time and according to plan. Working closely with advisors behind the scenes, Hans helps the team stay organized and efficient, so clients receive a seamless experience.

Outside of work, Hans enjoys optimizing workflows and finding ways to make day-to-day operations run more smoothly.