Jackie Battista


Jackie Battista

Chief Operations Officer & Senior Wealth Advisor

This Is Why I Do It:

My why is to help individuals and families attain lasting happiness by living their ideal lives and achieving their goals and dreams.

Hi, I’m Jackie. I have been in the Financial Services industry for 10+ years and hold the Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®), and the Accredited Portfolio Management Advisor (APMA®) designations. My background is in Holistic Financial Planning and Wealth Management specializing in retirement planning, investments, legacy/estate planning strategies, charitable giving strategies, and planning during and after divorce. I have become a well-known financial expert featured in local periodicals in the Denver area as well as a resource for individuals seeking to experience financial confidence. I am a graduate of the University of Colorado, Boulder with a Bachelor of Science degree in Business Administration as well as the University of Denver where I earned a Master of Business Administration with a concentration in Finance. Additionally, I sit on the Daniels College of Business Alumni Advisory Board at the University of Denver. I am married to my husband Michael and love to travel in my free time!

Likes & Interests

  • I am an outdoor adventurer whose favorite season is summer!
  • I grew up dancing and love to play tennis!
  • I am extremely passionate about traveling, helping others, and love to plan!
  • My favorite snacks are jellybeans and cheese and crackers.

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