What is Eagle Creek Financial Advisors?

Eagle Creek is an independent, women-owned wealth management firm in Franklin, Tennessee, founded in 2015 by Jeannie Jackson, CPWA®, CFP®. We work with self-made business owners, executives, and families who want an advisor who knows the full picture.

Who is Jeannie Jackson, CPWA®, CFP®?

Jeannie is the founder of Eagle Creek, with over 20 years in financial services. She specializes in high-net-worth planning, business transitions, and multigenerational wealth. Every client works directly with Jeannie and Crystal Hatteberg, Director of Operations.

Where are you located?

Our office is in Franklin, Tennessee. We meet with clients locally and across the country through secure virtual meetings.

Is Eagle Creek right for me?

We do our best work with four types of clients:

• The Business Owner: preparing for a sale, transition, or succession
• The Corporate Executive: coordinating equity compensation, deferred income, and concentrated stock
• New to Significant Wealth: following an inheritance, a liquidity event, or a career milestone
• The Multigenerational Family: planning for children, grandchildren, and a lasting legacy

We also welcome rising executives who are still building toward significant wealth. If you want investment management alone, we may not be the best fit.

Do you work with business owners planning to sell?

Yes, it's a core specialty. Decisions made years before a sale can significantly affect what you keep, and we coordinate the plan with your CPA and attorneys.

Do you work with executives on equity compensation?

Yes. We plan around RSUs, stock options, deferred compensation, and concentrated stock positions.

Do you work with multigenerational families?

Yes. Many of our clients hold the family's wealth while supporting aging parents and preparing adult children, and we coordinate the plans that connect all three generations.

Can you advise on a move to Tennessee?

Yes. Tennessee does not tax wage income, and the timing of a move can affect how a business sale or stock options are taxed. We coordinate residency timing and estate updates with your CPA and attorney.

Will you work with my CPA and attorney?

Absolutely. We coordinate regularly with your CPA, estate attorney, and other advisors, and we never accept referral fees from those relationships.

How are you compensated?

Depending on your needs, through an ongoing advisory relationship or a stand-alone planning engagement. We explain all fees before any work begins.

Are you a fiduciary?

Yes. When providing investment advice, we are required to act in your best interests.

What do the CPWA® and CFP® certifications mean?

CFP® certification, awarded by CFP Board, covers the full breadth of financial planning. CPWA® certification, from the Investments & Wealth Institute, adds advanced expertise for high-net-worth families. Jeannie completed her CPWA® coursework through the executive education program at the University of Chicago Booth School of Business.