|“I am dedicated to ensuring a seamless coordination of services in order to fulfill each client’s distinct financial goals and objectives.”|
About jacque m. adoba, CFP®
Jacque Adoba is a Client Relationship Manager at Oxford Financial Group, Ltd. She works closely with clients to gain a deep understanding of their financial objectives. She also partners with Managing Directors to determine the best solutions and services to help clients achieve these goals.
Prior to joining Oxford, Jacque served as an Associate Relationship Strategist in PNC’s Wealth Management department. In this role, she acted as the main point of contact for her clients and helped provide financial planning services to meet their needs.
Jacque earned her Bachelor of Science degree in Finance and Technology Management from Indiana University’s Kelley School of Business. In addition, she is a CERTIFIED FINANCIAL PLANNER™ professional.
Jacque lives in Indianapolis. She enjoys being active, spending time with family and friends and traveling to new places.