Jackie Scalise brings more than two decades of progressive experience to her role as a Relationship Manager. With deep expertise across the retirement plan and broader employee benefits industry, her background spans relationship management, advisor support, participant education, and strategic plan consulting, giving her a comprehensive understanding of the needs of plan sponsors and participants alike.

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Jackie is known for her strengths in team building, communication, time management, strategic planning, and delivering clear, engaging presentations. She is a self-starter committed to high-trust, service-focused client relationships.

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She holds securities licenses (Series 6, 7, 63, and 65), Pennsylvania Life/Health and Property & Casualty licenses, and the PPC™ (Professional Plan Consultant) designation.