Jacquie Harvey

Senior Relationship Manager

Jacquie is our Sr. Relationship Manager and began working in the Financial Services Industry in 1982. Jacquie has worked in the 401k industry for large insurance companies and for TPA’s in both service and sales roles.  She joined Integrity in 2019 as Sr. Relationship Manager, focusing on participant support & education, and client service.

Her exposure to many different retirement plan roles, along with her organizational and time management skills enable Jacquie to effectively assist our clients and their employees striving for retirement readiness. 

Jacquie is originally from Nebraska, and lives near Dallas, Texas. In her free time, Jacquie enjoys traveling, cooking, reading, and spending time with family.

Jacquie is a CPFA® Certified Plan Fiduciary Advisor and holds a Series 65 license.

Phone 262-439-3379
Fax 262-439-3379