- Wealth Management
- Retirement Plans
Jacqueline is one of Roehl & Yi’s client service associates. Her duties include assisting with all account paperwork, expediting deposits and answering questions along with providing exemplary customer service that makes doing business with Roehl & Yi both pleasant and efficient.
Jacqueline’s favorite thing is spending time with her two wonderful sons, Blake and Brandon. She also enjoys snow skiing, running, concerts, and travelling to warm exotic places. Jacqueline is also a volunteer for ShelterCare.