Jacque Jacobs, CTFA

Jacque joined Matter in 2023 and is based in our Dallas office. A Certified Trust Financial Advisor, Jacque also has a BA in Advertising from the University of Oklahoma and an MBA from Southern Methodist University. Previously, Jacque worked at Bessemer Trust serving multi-generational families. While there, she gained extensive experience educating and guiding family members in the second and third generations, helping them to navigate their trusts and develop strategic plans for their wealth.

Matter’s focus on multi-generational families drew Jacque to the firm. Her love of building connections, supporting family collaboration, and helping people learn to be good stewards of their wealth aligns perfectly with our Family Culture & Learning practice, and she is thrilled to be part of our team.

When she’s not at work, Jacque stays busy with her two young daughters and spends as much time as possible outside. She and her husband enjoy taking the girls for hikes (the Colorado mountains are a favorite destination) and will bareboat charter whenever they have a chance to sail away. To clear her head and stay strong, Jacque practices yoga several times a week.