Jeannie Jackson, CPWA®, CFP®

Jeannie Jackson, CPWA®, CFP®

Founder & Financial Advisor | Eagle Creek Financial Advisors

Jeannie Jackson has spent more than 30 years helping people make sense of their money, but what really keeps her energized is watching clients gain confidence and peace of mind about their financial future. Jeannie founded Eagle Creek Financial Advisors in 2015 because she wanted a firm that doesn’t just crunch numbers — it listens, collaborates, and walks alongside people through life’s big decisions.

Holding both the Certified Private Wealth Advisor® (CPWA®) and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designations is an achievement attained by fewer than 1% of advisors. Jeannie specializes in advanced planning for individuals and families navigating significant wealth, business transitions, and multigenerational decision making. Jeannie loves the technical side of planning — the “what if” scenarios, the puzzle of managing generational wealth, and the strategies that help families protect what they’ve worked hard to build. But at the heart of it all, financial planning is personal. It’s about knowing your story, your values, and what matters most to you.

In 2025, Jeannie traded Minnesota winters for Franklin, Tennessee sunshine, though she still keeps a home in Chaska, MN. That blend of roots and new beginnings shapes how she relates to clients — Jeannie understands both stability and transition, and the importance of having a trusted plan through it all.

When she's not in the office, you’ll find her cheering (sometimes yelling!) at a Vikings game, traveling to new places, or answering to the name “Monga Monga” from her four grandkids. She's also a proud cat mom to Frank, who runs the household. At the end of the day, she lives with gratitude — for her daughters Holly,  Katie, Julie and son-in-law Kevin, her clients, and the chance to do work that genuinely changes lives.

Education

• B.A., Business Management – Bethel University, St. Paul, MN

Professional Credentials

• Certified Private Wealth Advisor® (CPWA®)
• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• FINRA Series 7, 24, 51, and 63
• Tennessee Life Insurance License

Community Involvement

• Chamber of Commerce - Franklin, Tennessee 
• Supports Special Olympics Minnesota