Jacqui Thompson, CFP®

Lead Client Relationship Associate

Jacqui Thompson, CFP®, joined the firm in 2022 and is a lead client relationship associate. She supports Scott Christianson, CFP®. She is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and adheres to a disciplined approach and process to fully understand the firm’s clients’ goals and then provide the best financial and investment counsel. She assists clients in a variety of ways such as transferring and distributing assets, generating tax information, distributing performance reports, setting up new accounts and handling special requests. Jacqui is also a member of the company’s wealth management team.

Prior to joining the firm, Jacqui was a licensed relationship banker at J.P. Morgan Chase. She earned her B.S. in economics from the University of Oregon. Jacqui serves on the Portland Metros Chamber’s A Place with No Ceiling Committee.

In her free time, Jacqui enjoys outdoor activities, cooking and spending time with her family and her dog, Luca.