Our Team

Your Team

At Jackson Wealth Management, we work as a single team. We are all working together to deliver a very clear and compelling value to our clients. We are committed to helping clients clearly define their "Why?" and hold them accountable to tracking towards their definition of an "Ideal Life". Leveraging technology, it does not matter who you talk to on our team, we are all collaborating together towards the goal of your success.

Brent Jackson

Chief Financial Strategist

Patricia Norden

Director of Client Engagement

Sharon Zimmerly

Director of Client Support

CPA's, Attorneys and Other Professionals

We serve as a client's financial coach and encourage our clients to direct any and all financial questions to us. If we don't know the answers to your questions and need to bring in other professionals, we coordinate and collaborate with other professionals: such as accountants, attorneys, insurance agents, and bankers. We willingly work with individuals or firms that you work with or provide recommendations of professionals that are well suited for your unique situation.

Accountants

Legal

Insurance Experts

Mortgage/ Banking Experts

Charitable Giving Experts

If this sounds like the kind of team that you've been seeking, please click here to read our commitment to always act in your best interest. →