Jacqui Thompson, CFP®

Associate Wealth Planner

Jacqui Thompson, CFP®, joined the firm in 2022 and is an associate wealth planner. 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 the wealth management team with complex financial modeling, analysis and forecasting in planning for clients.

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.