Meet Your Advisor

 Jackie Rogers, CFP® 

Jackie's passion for finance and entrepreneurship began early, growing up in a household that ran a small business. Surrounded by discussions about money management, she developed a deep interest in finance, which led her to pursue a finance degree at Missouri State University. After graduating, she started her career in banking but soon realized her true passion lay in wealth management. She obtained her investment securities licenses in 2011 and became a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner in 2017, solidifying her expertise in helping clients achieve their financial goals.

With over a decade of experience working in various investment and wealth management firms, Jackie established Elevated Wealth to provide personalized financial planning and wealth management services. Driven by a commitment to understanding clients' dreams and helping them achieve their financial goals, she focuses on simplifying complex financial concepts and takes pride in educating her clients. Jackie not only concentrates on her clients' future but also ensures that they take the necessary steps today, offering guidance that feels effortless on their part. Her approach is highly customized, adapting to meet each client's specific needs and goals.

Based in Northwest Arkansas, where she lives with her husband and three children, Jackie brings both personal and professional experience to the table. Beyond her professional life, Jackie spends lots of time engaged in her children's schools and sports and loves to travel to new places. She values the balance between work and family and understands the importance of creating a fulfilling life today while planning for a secure future.

At Elevated Wealth, her mission is to empower clients with the knowledge and strategies they need to secure a brighter financial future.