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.


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.