Meet the Associate: Jackie Winkler
Jackie is an Associate Wealth Advisor with our affiliated financial planning firm *Copper Leaf Financial, LLC. She is a graduate of St. Michael's College, where she majored in Business Administration with a minor in Economics and Political Science. She has several years of client service experience that includes working in operations support at VSECU, as well as a Pharmacy Technician at Kinney Drugs.
Q & A with Jackie
What is your dream travel destination?
Alaska! I am a big outdoors person and would love to spend a few weeks in Alaska, at the most remote fishing camp I can find.
What would you like to be famous for?
Making a positive change in my community.
Before working at DH/CLF what was the most interesting job you held?
In college I spent my summers working for the Vermont Lake Monsters in the “Fun Zone”. Setting up and deflating massive bounce houses and playing with kids is more exhausting than you’d think.
What would you do for a career if you were not doing this?
I would own my own small farm. I love gardening and have always had a strong entrepreneurial spirit, so I would love to sell a product using ingredients I grew myself.
What motivates you to wake up and go to work?
The variety that each day brings. I get energy from meeting with my co-workers and clients, but I am also a very analytical person and appreciate time spent alone digging into data.
Where were you born and raised?
I was born and raised in New York City, which surprises most people since I’ve always identified as a Vermonter at heart.
Fishing, Hiking, Reading, Baking, Oil Painting.
Definitely pasta. I love to cook and make all different types of homemade sauces.
What can you be found doing when not working?
You can find me out fishing on Lake Champlain. When the lake is frozen, I’m typically ice skating or night skiing after work at Bolton.
*Copper Leaf Financial is an affiliated and separately registered entity.