Marquette Wealth Management
Jackie Mohr has a solid work history in the financial services industry, with experience ranging from office management to client service coordination. Currently employed at Marquette Wealth Management as a Client Service Associate, Jackie previously worked at CLA and Cornerstone Capital Management Inc. Jackie holds an Associate's Degree in Business Administration and General Accounting from Rasmussen Business College, as well as a certification as a Registered Paraplanner from the College for Financial Planning.
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Marquette Wealth Management
Marquette Wealth Management is a boutique wealth management firm that provides integrated investment and financial planning services to individuals, families and institutions. We build and maintain a deep understanding of each client’s situation, needs, goals and tolerance for risk. Our investment approach then focuses on allocating the client’s portfolio among a customized and diversified mix of asset classes to achieve the appropriate balance of risk and potential reward. Originally named Marquette Asset Management, we changed our name to Marquette Wealth Management in 2018 to more accurately reflect how we work with our clients to address their entire financial picture using a holistic approach.