Richard graduated from Texas Tech University with a BBA in Finance and then spent more than 15 years in sales and sales management in the Biotech industry. He returned to Albuquerque in 2009. In 2011 he took the helm at Jackson & Associates, Inc. becoming successor to his father, Bob Jackson, who was a Chartered Financial Consultant in Albuquerque for over three decades. Richard is a Certified Financial Planner™ and holds FINRA Series 7, 65 & 63 securities registrations. As a third generation Albuquerque native, he loves many of the outdoor activities that our beautiful state offers – running, skiing, mountain biking, camping and fishing among others. He married his college sweetheart, Rebecca, over 20 years ago, and they are blessed with three children.
Account Services Specialist
Sarah has a background in education. She has a master’s degree in education and training and after teaching for several years she joined the financial services industry in 2012. In her role as Account Services Specialist, she manages the day to day account set up and maintenance for our clients as well as a variety of ongoing projects. Sarah works remotely since her husband is active duty military and they have moved twice since being stationed in Albuquerque. She enjoys traveling, scuba diving and spending time with her husband and two-year-old daughter.
Client Services Coordinator
Michele has a background in the financial services industry and has recently returned to the work place after 14 years of being a stay-at-home mom. In her role as Client Services Coordinator, she’s an integral part of the day-to-day office operations. You will most likely speak with her sooner than later since she handles client scheduling and outreach. She enjoys spending time with her husband and three adult children.