Senior Client Relationship Associate
Eastern Illinois University, BS, Business
Jackie Swanson has more than 30 years of experience in the financial services industry. In 2014 she joined Guidant Wealth Advisors, which became part of EP Wealth Advisors in 2019. Jackie is passionate about understanding clients’ financial concerns and aspirations. She serves as the conduit between client and advisor, helping to keep lines of communication open and projects on schedule. Away from the office, Jackie enjoys spending time with her family and getting together with friends. Jackie is an avid reader and has been a member of her book club for the past 21 years. As a hobby Jackie enjoys quilting and tending to her yard.