Jeannie Jackson, CPWA®, CFP®

Jeannie has one belief that has never changed: people who worked hard for what they have deserve an advisor who understands exactly what that took.

She began her career before "wealth management" was even part of the industry's vocabulary. In 2015, she founded Eagle Creek Financial Advisors on a simple idea — client-centered, not product-driven. Today, Eagle Creek is an independent, women-owned Registered Investment Advisor based in Franklin, Tennessee.

Jeannie grew up in a working-class neighborhood, where hard work and a dollar earned were respected values — not abstractions. That upbringing still shapes how she works with clients today. Most of the people she advises did not inherit their wealth. They built it — through a business, a demanding career, the sale of a company, or years of disciplined saving. Jeannie understands that path because she has lived it herself.

She holds a business management degree from Bethel University (2012), her CFP® certification (2013), and her CPWA® designation (2024), earned through the Executive Education program at the University of Chicago Booth School of Business.

Jeannie has a particular commitment to clients navigating transition — selling a business, stepping into retirement, or facing a major life change — moments that call for someone who listens first and advises second. 

Her role: protect what clients have built, bring clarity to their decisions, and help them move forward with purpose.