• Jaclyn Gilbert

    Chief Compliance and Chief Operations Officer

Jaclyn joined our team in 2013 as our Client Relations Coordinator and has since transitioned to Financial Advisor. With her industry knowledge and experience with customer service, Jaclyn is committed to honoring our client relationships with the highest level of service. Her responsibilities include client communication, operations management, financial planning, and conducting annual client reviews.

Jaclyn has earned a Bachelor's degree in Business Administration in Marketing from Sam Houston State University and enjoys the outdoors, reading, and spending time with her husband, Michael and their two boys, Jack and John.