Please Meet the J. Ford Financial Team!

Kelowna Financial Advisor

Jackelyn Ford, Financial Advisor & Owner

Jackelyn is a graduate of the Beedie School of Business who has been working in the financial industry for over a decade. She brings a wealth of personal and business solutions to her financial advisory clients.  A life insurance specialist, she also enjoys working with the self-employed to protect their income and organize their finances.

A BC licensed life, accident, and sickness insurance broker based in Kelowna, she's always eager to learn more by participating in a variety of ongoing insurance industry education. She shares her expertise as an ongoing contributer to Life Cents Magazine. Jackelyn is backed by a team of insurance and investment experts at WealthLink Financial Services.

Her goal is to make financial planning simple and straightforward to help her clients make sense of their money!

 Erika Friess, Admin Technician

Erika brings over 7 years of accounting and bookkeeping experience to J. Ford Financial.  She loves to tackle whatever financial projects come her way.  She's also an administration expert - keeping things organized and efficient is her forte.