Experience
Jackelyn Santisteban is a Client Service Associate with Aprio Wealth Management and a member of the Wealth Management team. She brings a client-first mindset to every interaction and works closely with clients and advisors to support clear communication, timely follow-up, and a seamless service experience.
Jackelyn serves as a primary point of contact for client needs and helps keep engagement details moving smoothly. Her strengths include client relationship management, effective communication, and problem solving, all of which help clients feel supported and well cared for throughout their interactions with the team.
Education & Affiliations
Jackelyn holds a Master of Science in Education from Alfred University and the CSA designation.