With over 25 years of industry experience and holding both Certified Financial Planner and Certified Retirement Councilor* designations, Jacqueline is a dedicated wealth advocate and fiduciary. She has also been honored with the FIVE STAR Wealth Manager Award for seven consecutive years (2019-2025)**. Jacqueline has developed a strong understanding and expertise in investment management, retirement and estate planning, all tailored around tax efficient solutions as well.
Jacqueline’s passion lies in helping individuals, families and small businesses design comprehensive planning strategies that will help them grow and sustain their wealth. Educating clients so they can make informed and sound decisions while on their personal journey towards financial security and independence is also very important to her.
In her down-time, Jacqueline enjoys spending time with her husband, Scott, their children and grandchildren. She also enjoys traveling, bicycling, golfing, gardening and reading.
Jacqueline graduated from St. Cloud State University with Bachelor degrees in both International Business with an emphasis in Marketing, and French.
*CRC conferred by InFre®
Education
- BS, St. Cloud State University
Awards
- **Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019, 2020, 2021, 2022 2023, 2024, or 2025 FIVE STAR Wealth Managers. Awarded 12/01/18 for the period of 3/23/18 - 10/23/18. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21. Awarded 12/01/22 for the period of 3/14/22 - 10/18/22. Awarded 12/01/2023 for the period 03/13/2023 -09/29/2023. Awarded on 11/1/2024 for the period of 3/13/24 - 10/29/24.
Additional licenses and designations
- Insurance License
About Nick Kvamme, CFP®
As a CERTIFIED FINANCIAL PLANNER™ professional, with more than 20 years of experience in the financial services industry, Nick’s primary focus is to develop comprehensive strategies that educate and guide our clients’ financial decisions, helping them to work towards both short-and long-term financial success. He is a 7-year recipient (2017-2023) of the “FIVE STAR Wealth Manager” as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.* Nick is a graduate of St. Cloud State University and holds a bachelor’s degree in Finance. During his free time he enjoys golfing, fishing, traveling, and spending time with friends and family.
Advisory registration held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.
*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019, 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 11/01/16 for the period of 2/25/16 - 10/14/16. Awarded 12/01/17 for the period of 2/23/17 - 10/13/17. Awarded 12/01/18 for the period of 3/23/18 - 10/23/18. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21. Awarded 12/01/22 for the period of 3/14/22 - 10/18/22.
Education
- BF, St. Cloud State University
Additional licenses and designations
- Insurance License