Jacki Roessler, CDFA®

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Divorce Financial Planner, Branch Professional

Divorce Financial Planner, Branch Professional

Jacqueline (Jacki) Roessler, CDFA®, Branch Associate for Raymond James Financial Services, has been a practicing Divorce Planner since 1992 and is viewed by her peers as a leader in Divorce Financial Planning field.

Jacki’s work with divorcing clients has been featured in Kiplingers’ Personal Finance, Fortune Magazine, Bloomberg’s Wealth Manager, Money magazine, and InvestmentNews. She writes for The Center’s “Money Centered” blog and has published many articles on the financial aspect of divorce.

A Certified Divorce Financial Analyst® (CDFA®) professional in the qualified domestic relations order (QDRO) and pension arena, Jacki has traveled the country, teaching lawyers, judges, and financial professionals the intricacies of QDROs and pension valuations in divorce cases and other financial topics. Jacki has also developed software applications that help with preparing QDROs and provide financial tools for divorce settlements.

Jacki is a member of The Center’s Charitable Committee and is an active volunteer within her community. An enthusiastic vegan, Jacki loves spending time with her two kids, Ava and Kevyn, her close friends and family, traveling, and exploring outdoor and indoor adventures.

EDUCATION:

  • James Madison College, Michigan State University

LICENSING & CERTIFICATIONS:

  • Certified Divorce Financial Analyst (CDFA®), Institute for Divorce Financial Analysts

  • State Approved Mediation Trained, Mediation Training and Consultation Institute, Ann Arbor, Mich.

  • Collaborative Certification, Collaborative Training Institute

AREAS of FOCUS & INTEREST

  • Divorce Planning

  • Pension and QDROs

  • Attorney education

  • Divorce & Financial Planning software tools development

LEADERSHIP & COMMUNITY INVOLVEMENT

  • Board of Trustees, Michigan Opera Theatre (MOT) www.motopera.org

  • Member, Impact100 Metro Detroit http://impact100metrodetroit.org.

  • Fundraising Chair, Groves High School Choir Booster Club

  • Former Executive Vice President, Institute for Divorce Financial Analysts

  • Former Board Member, MIPA (Michigan Inter-Professional Association on Divorce and the Family)

  • Former Board Member, Detroit Institute of Arts, European Painting Council

  • Former Board Member, Schoolcraft College Women’s Resource Center

  • Former Chair, Kaleidoscope Annual Fundraising Initiative, Cranbrook Schools Brookside