Jacki Kolkman
Private Wealth Consultant - St. Louis Park, Minnesota
Jacki has been a Private Wealth Consultant at VisionPoint since September 2022. Jacki uses
an honest, holistic, and educative approach when working with clients and families to help
create personal and professional outcomes that align with their goals. She is a trusted
resource in helping manage our clients’ broader financial lives.
Her career in financial services began in 2000 with investment trading. She spent the last 12
years serving as staff accountant and managing financial concierge services at boutique tax
firms. She recently joined VisionPoint to blend her background and passion for investment
advisory service in a family office environment.
Jacki helps clients achieve their personal and financial life goals through the collaboration of
a professional team. She enjoys working with clients that value an engaged planning
process and a long-term relationship. With her background, Jacki can help clients navigate
tax strategy, business-owner solutions, and cash flow analysis. This is driven by a process
that begins with understanding our clients’ definition of true wealth.
Jacki holds a Bachelor of Science degree from Arizona State University.
Wealth Isn’t A Destination. It’s A Mindset.
Whether our clients come to us with a clear vision for the future they intend, or just an idea about what it could be, we help them define that vision and understand how interdependent every financial decision is to making that future a reality.
WealthBridge FORMula
VisionPoint’s WealthBridge FORMula is a tested, disciplined process designed to help our clients articulate what matters to them and align our subject matter experts so everyone is focused on how to help achieve that vision.
Aligned Values
WealthBridge works because it’s built on the vision and values of each individual client. When those two things are congruent and completely aligned, financial independence ceases to be a dream, and becomes a very real possibility.
Collaborative Impact
Our clients recognize the value of leveraging the interdependence of every financial decision. VisionPoint facilitates an integrated view to a client’s financial decisions with aligned partners and close collaboration.
St. Louis Park, Minnesota
4450 Excelsior Blvd Suite 460
St. Louis Park, MN 55416
Email: [email protected]
Phone: 952.777.3144
Request an appointment
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