Wen Jie (Jackie) Lin-Ham CFP®, EA ASSOCIATE

Associate

Jackie Lin received her B.A. degree in Computer Science from the University of Rochester in 2000. After graduation, she worked as a computer programmer and business analyst for six years at a large insurance company. In 2005, Jackie decided to follow her passion and changed her career to fee-only financial planning. She started as an associate at Eldridge Financial Planning LLC, a fee-only planning firm, and joined Brewster Financial Planning LLC in 2008.

After obtaining her Certified Financial Planner™ certification in 2009 and her Enroll Agent license in 2012, Jackie has gained extensive experience in financial planning and investment management.  In addition to her financial planning responsibilities, Jackie oversees the operation of the firm and trains new financial advisors. 

Jackie is also an active member of the Financial Planning Association of Metro New York and a long-time volunteer in their community service program.

jackie@brewsterfp.com