Jackie Lewis
CFP®, MBA
Partner and Lead Financial Planner
Currently living in: ???
Hometown: ???
Jackie specializes in helping tech professionals decode their equity compensation as if it were written in plain English (spoiler: it’s not). She brings clarity, confidence, and just the right amount of caffeine to every client meeting.
She’s part advisor, part translator, and part therapist when the market gets moody. Whether you’re swimming in RSUs, wondering what your ISOs actually mean, or just trying to avoid a surprise tax bill, Jackie’s got you covered—with a smile and maybe a spreadsheet or two.
Jackie understands that stock compensation isn’t just about numbers. It’s about life goals, career transitions, and making smart decisions at pivotal moments. Whether you’re preparing for an IPO, evaluating a job offer, or planning your next move in a fast-paced tech career, Jackie brings clarity, strategy, and personalized guidance to every conversation. Work with Jackie and turn your equity into opportunity, and have a little fun along the way.
Get to know Jackie:
When she’s not advising clients, Jackie enjoys spending quality time with her family and friends (married with three amazing adult kids), giving back to her community (volunteers at Ronald McDonald House), and staying active in her spare time (Orange Theory fan, runner, and hiker) as well as trying to keep up with the ever-changing tech lingo.