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“As a financial advisor and fiduciary driven by integrity, empathy, and hard work, I empower motivated clients with the education and personalized guidance they need to confidently navigate financial decisions. I offer a calm and thoughtful space where each plan is built to reflect personal values and priorities, not one-size-fits-all formulas. I listen deeply, offer tailored advice, and create a calm, judgment-free space where my clients learn to weigh decisions wisely and choose what aligns best with their unique goals. From college planning to early financial literacy for your children, I help families lay a foundation of stability and comfort while encouraging thoughtful exploration of what financial freedom means to them. My approach brings peace of mind by proving that financial wellness isn’t about perfection—it’s about intentional progress.”

– Jackie Thibeault

Jackie Thibeault

Associate Wealth Advisor

Jackie is an Associate Wealth Advisor. She is a graduate of St. Michael’s College where she majored in Business Administration with a minor in Economics and Political Science. She has several years of client service experience that includes working in operations support at VSECU, as well as a Pharmacy Technician at Kinney Drugs.

Jackie is passionate about integrating all family members into the financial planning process.  Many Copper Leaf clients benefit from and appreciate her one on one meetings with their teen aged children as she listens to their concerns and questions about college planning and finances. These low pressure conversations can help young adults set realistic expectations about college costs, and better understand the role of family finances in their decisions. It also opens the door for thoughtful planning around savings strategies, scholarships, and loan options—potentially reducing future debt and stress. Most importantly, it fosters trust and open communication across generations, supporting a more cohesive and informed family approach to financial goals.

Jackie grew up in New York City and moved to Vermont in 2012. Her love for the outdoors made Vermont a natural fit to call home. She and her husband John reside in Williston and love spending time on the water boating or fishing. The two are hockey enthusiasts and are working towards visiting every NHL arena, having visited 7 cities out of 32 in the past few years.

Jackie is working toward the Certified Financial Planner (CFP®) certification and is currently attending the CFP® course program at Boston University.

Articles Written by Jackie Thibeault