Jackie Engel CFP®
With BridgePoint Wealth Management since:
2018
College / Degrees:
Baker College – BA in Business Leadership
Experience:
BPWM, Lakeshore Executive Director, 2018 – Present Waddell & Reed, Financial Advisor, 2010 – 2018 UBS Financial Advisor, 2000 – 2010 PaineWebber, 1994 – 2000
Hometown:
Muskegon, Michigan
Family:
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.
