Jacqueline Broberg

About Jacqueline Broberg

I help high-earning families and professionals to build financial security, protect their futures, and create generational wealth - without sacrificing the life they want to enjoy today.My path to financial advising began after years in higher education leadership. I’ll never forget when a mentor said to me, “It’s okay to prioritize your financial future.” Trusting our gut and following that advice, my husband and I decided to pivot my career into holistic financial planning and become first-generation business owners, and first-generation wealth builders - we wanted to change the narrative for our children\'s future. That single sentence shifted the entire trajectory of our lives. Choosing this career wasn’t just a job change: it was the turning point that allowed us to rebuild, reset, and rewrite our family’s financial story. Now, I help my clients do the same. I work with married couples, families, and values-driven professionals who want a clear plan to-Make memories with their family in the present-Build wealth intentionally for the future-Provide financial confidence for their children and future generationsMy clients gain-A clear plan for saving, investing, and long-term security-A balanced approach to enjoying life now while preparing for what’s next-A firm financial foundation for their families to leave a healthy financial legacy -A holistic understanding of how to utilize their money as a tool to gain freedom and wealth across all of life’s key areas: time, social life, mental wellbeing, physical health and financial stability I bring-A background in leadership development, mentorship, and a proven track record for helping my clients reach their goals-A deep understanding and empathy for fellow working parents, decision-makers, and first-generation business owners. I know what it’s like to live a busy, successful life while balancing my career with motherhood-A proven ability to simplify complex topics and move clients from uncertainty, to clarityThis isn’t just a job to me - it’s the work that changed my own family’s life.If you want a financial partner who listens, understands your goals, and creates a clear plan for your family’s future, let’s connect. Send me a message to start the conversation.

Experience

1. Field Director

   Northwestern Mutual

   Jun 2025 — Present · Essex County, MA, US

   Mentors and supports a team of advisors so they can make a greater impact on their client\'s lives.

Education

• Gordon College

  Bachelor of Science (B.S.), Political Science, Biblical Studies

  2010 — 2013

• Gordon-Conwell Theological Seminary

  Masters of Arts in Theology

  2016 — 2020