Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.

Sign in
Sign in
TEAM

Meet your financial specialists.

Jackie Melinger

Director of Personal Bookkeeping Services

Jackie leads the personal bookkeeping service line for Strategic Wealth Partners. Her team of Client Advocates help to simplify their clients’ personal financial management by taking care of many day-to-day responsibilities that come with running a home.

Over the years, Jackie has always managed the finances for her businesses as well as her household, and she has helped numerous family members and others with their budgeting and organization. In 2018, Jackie and her husband, Michael, acquired My Personal Bookkeeper (formerly known as The Sprau Advocate Group, LLC) after seeing firsthand the value these services have brought to others. In October 2023, My Personal Bookkeeper joined forces with SWP. Jackie believes the team’s balance of warmth and professionalism inspires trust and makes a welcome addition to the lives of their clients.

Outside of the office, Jackie enjoys spending time with her husband and three daughters.

Education

BA in Speech Communication, University of Illinois Urbana-Champaign
MS in Human Resources and Industrial Relations, Loyola University Chicago

Leadership & Community

North Suburban Synagogue Beth El, Highland Park

  • Financial Secretary
  • VP of Development
  • Committee Co-Chair for Senior Life Committee
  • V.P. Membership and Programming 2015 – 2018
  • Strategic Planning Committee
  • Member of Religious School Committee
  • Chairperson of Parent Auxiliary Committee

Volunteer – Little Brothers Friends of the Elderly

Office Location

Deerfield, IL

1915