Jackie Engel CFP®

Lakeshore Executive Director

With BridgePoint Wealth Management since:


College / Degrees:

Baker College – BA in Business Leadership


BPWM, Lakeshore Executive Director, 2018 – Present Waddell & Reed, Financial Advisor, 2010 – 2018 UBS Financial Advisor, 2000 – 2010 PaineWebber, 1994 – 2000


Muskegon, Michigan


Married for over 40 years to Bob Engel, a retired attorney. We enjoy visits to our empty nest from our son and daughter-in-law and toddler grandson.

Hobbies and Relaxation:

I enjoy singing along with my guitar-playing husband, making quilts, and hiking through Hoffmaster Park. I also love interpreting Muskegon history each October by participating in walking tours of Evergreen Cemetery in period costumes.

Travel: My top Five:

  • Rota, Spain
  • Naples, Italy
  • Honolulu, Hawaii
  • Edgewater neighborhood, Chicago where my grandson lives
  • Family cottage near Reed City, Michigan

Community Service:

Lakeshore Museum Center, Board of Directors City of the Dead – Muskegon, Leadership Team Women’s Division Chamber of Commerce, Co-Chair of two committees AgeWell Services, Heels for Meals & More—External Committee member Women for Health Women Who Care

What got you interested in this field?:

My early jobs were working as a legal secretary, a closing coordinator in a real estate office, and a sales assistant at PaineWebber, a wire house. Those positions gave me a great background for working with people and helping them manage their financial lives. I learned that I love developing meaningful, long-lasting, and impactful relationships with my clients and their families.