Jackie Podeswa

Jackie Podeswa

Operations Manager

Jackie Podeswa is Operations Manager, starting in 1997 as a part time assistant at a predecessor company.  That organization was merged into AFG in 2000.  Jackie is responsible for all office operations, including directly helping clients with IRA Rollovers, Required Minimum Distributions, setting up investment and withdrawal plans, mutual fund redemptions, and placing trades.  She has developed trusted relationships with clients, and she provides first-class, personalized service, so important in today’s complex financial world.  Our clients appreciate Jackie’s individualized commitment to them.

In addition to overseeing operations, Jackie services securities clients of her own.  A securities and insurance professional since 2006, she is a Registered Representative with Securities Service Network LLC and an Investment Advisor Representative with SSN Advisory Inc.

Jackie and her husband Bob have lived in Wallingford since 1989 with their three children.  They recently welcomed a new grandson to their family.

Phone 203-269-4669