Jacqueline Proffit
President/CEO
J. Proffit is a comprehensive Financial Advisor that is a Chicago native with an MBA in Leadership and a BA in Communications. For over a decade, she managed marketing departments for non-profits, $500+ million companies, and small businesses. Her experience focuses on budgets, analysis, and strategies to reach goals and increase revenue. Marketing vehicles include print, email, media, and digital.
Jacqueline genuinely enjoys giving back by utilizing her marketing experience combined with her financial skills to help businesses and families. She is currently a registered Representative affiliated with Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC.
In her free time Jacqueline enjoys spending time with her family, and her fluffy frenchie named Fendi exploring all the greatness that the state of Florida has to offer. That may or may not include cruising every year.
Consulting Expertise Includes:
- General Business Consulting
- Start-Up Businesses
- Financial Planning
- Business Planning
- Entity Formation
- Marketing & Branding