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Jeannie Jackson, CFP®

Jeannie Jackson, CFP®

Founder, Financial Advisor

Jeannie Jackson CFP®, has been serving clients since 1987. She founded Eagle Creek Financial Advisors in 2015. Her practice focuses on comprehensive financial planning and wealth management. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Jeannie understands that financial planning is very personal, and each person has their own relationship with money.

Jeannie takes a collaborative approach with her clients to proactively plan for current and future goals, while understanding that life continues to have its own plan, changes are inevitable. She assists her clients in working to attain a higher level of financial security through education, understanding and scenario planning.  Each client is unique, and their plan is too. Jeannie holds the Series 7, 24, 51, 63 and Minnesota Life and Health, Fixed Annuities, Variable Life, and Variable Annuity Insurance licenses.

Education:

B.A., Business Management, Bethel University, St. Paul, Minnesota

Professional Credentials:

CERTIFIED FINANCIAL PLANNER™ Professional

Community Activities:

Special Olympics Minnesota

Certified Basketball, Bowling and Softball Coach

Personal:

Jeannie lives in Chaska, has three grown daughters and an amazing son in law. She is the proud Monga Monga (Grandmother) of two amazing grandsons, and a new granddaughter in 2023. She enjoys traveling, and is a Season Ticket Holding Minnesota Vikings Football fan.