Jagger Barrett serves as the Client Account Specialist where he assists with client review meetings, managing essential office tasks, and overseeing the company’s social media platforms.
Jagger is a recent graduate of the University of Houston where he attained a Bachelor of Business Administration (B.B.A.) degree in Finance, specializing in the Personal Financial Planning Track where he learned about the intricacies of Financial Planning.
Jagger is currently working and studying toward earning the CERTIFIED FINANCIAL PLANNER ™, CFP®, designation and becoming a valuable asset to the Beacon Financial Planner team.