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 in the Colorado Springs community. Since 2014, Jacqueline has been facilitating Dave Ramsey’s “Financial Peace University” at several churches around Colorado Springs. This passion to help her community eliminate debt and learn to become financially free has led her into the Financial Industry over the last few years. 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 husband, two teenage daughters, and her two dogs exploring all the greatness that this city has to offer.
Consulting Expertise Includes:
- General Business Consulting
- Start-Up Businesses
- Financial Planning
- Business Planning
- Entity Formation
- Marketing & Branding