Jacqui Brangers-Wandling

Jacqui Brangers-Wandling brings over seven years of experience from Ernst & Young's Assurance practice, where she worked with both public and private companies across a variety of industries. In her role, she managed complex client engagements, coordinated cross-functional teams, and delivered results under the demanding timelines required by the SEC.


Her experience in a fast-paced, high-stakes environment shaped her commitment to precision, accountability, and exceptional client service. Jacqui's background provides her with a deep understanding of financial reporting, risk management, and the operational drivers that underpin business success-all of which inform her holistic approach to advising clients today.


As a trusted partner, Jacqui prioritizes transparency and communication, fostering meaningful relationships built on integrity and respect. She believes that sound financial strategies begin with understanding each client's unique goals, values, and priorities, ensuring every recommendation aligns with their broader vision for the future.


A lifelong learner, Jacqui is passionate about helping individuals and families navigate complex financial decisions with confidence and clarity. She views wealth not just as a measure of success, but as a tool to create impact, security, and legacy for generations to come.


Jacqui is a Certified Public Accountant (CPA) and a graduate of the University of Louisville. She is currently pursuing the Certified Financial Planner® designation as part of her continued commitment to excellence and client-focused advice.

  • Education

    Bachelor of Science, Accounting, University of Louisville, Louisville, Kentucky


  • Registrations & Licenses

    • Series 7*
    • Series 66*
    • Life and Health Insurance
    • Certified Public Accountant
  • Community Involvement

    • Bethlehem High School in Bardstown – active in promotion of Christian Education and college preparation
    • Humane Society
  • Specialties

    • Women’s Wealth Services
    • Personal Financial Planning
    • Investment Management
    • Accumulation Stage and Retirement Planning
    • Retirement Planning
    • “Millionaire Next Door” Services