Jacqueline Nicholson, CPA, CFP®, PFS

Jackie began her career at HeimLantz as a tax professional, focusing on individual and fiduciary tax matters. Recognizing her strong analytical skills and client-focused approach, she transitioned to the Wealth Management team where she continues to thrive. With a background in tax and years of experience within the financial services industry, Jackie brings a well-rounded perspective to her role as a Wealth Management Advisor. She has become a valuable resource for clients and colleagues alike through her dedication and knowledge. Jackie holds credentials as a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Her broad expertise enables her to deliver tailored, strategic advice that aligns with each client’s unique financial goals. Driven by a desire to serve and support others, Jackie is committed to providing exceptional service and personalized financial solutions. She values strong relationships, both professionally and in her community, where she actively volunteers. A member of Calvary United Methodist Church, she contributes to the Finance Ministry Team and serves as Treasurer of the Saefern Community. Jackie lives in Annapolis and enjoys playing bridge and spending time with her two children and five grandchildren.

Memberships:

• American Institute of Certified Public Accountants (AICPA)
• Maryland Association of Certified Public Accountants (MACPA)