Who We Are

After witnessing her mother fall victim to poor financial advice that cost her family everything, Jacqueline Schadeck set out to become a go-to resource for financial guidance. She has helped high-net-worth clients keep and grow their assets over the past decade, and is now a trusted partner in creating generational wealth.

Jacqueline is a CERTIFIED FINANCIAL PLANNER™ (CFP^®) professional who helps individuals and families gain financial clarity. Offering both insurance and investment products and services, she believes people need comprehensive financial guidance to make the best decisions. Jacqueline has been asked to contribute to numerous media outlets, including CNBC, MarketWatch and Atlanta Business Chronicle. In any given week, you might find her leading financial education presentations for a local AARP chapter or explaining the tax code at a public library education session. She was even honored with the Impact Award by the Financial Planning Association of Georgia for her dedication to the industry.

In keeping with her desire to help others, Jacqueline gives back to her community by volunteering for various organizations. These include her church, several non-profits and her college alma mater, Kennesaw State University, where she played basketball for the Owls on scholarship and graduated cum laude with a bachelor’s degree in finance. Jacqueline is also a past board member for the Financial Planning Association of Georgia.

Jean serves as the operational backbone and Associate Wealth Manager at Golden Wealth Strategies, bringing experience from several of the industry’s most recognized institutions, including Merrill Lynch, Vanguard, and Raymond James. Across these environments, he has supported and operated on more than $250 million in client assets, working within sophisticated advisory and regulatory frameworks.

With a background in Economics and active FINRA registrations, Jean combines analytical discipline with hands-on execution. He has leveraged advanced portfolio management systems, trading platforms, and custodial technology to optimize asset allocation, enhance reporting accuracy, and strengthen client service infrastructure.

Of Mexican heritage and fluent in Spanish, Jean is committed to expanding financial literacy within underserved and bilingual communities. His approach to wealth management is grounded in stewardship, precision, and long-term strategy.

Deeply values-driven, Jean integrates faith, resilience, and discipline into both his personal and professional life. Outside the office, he is an avid soccer fan and enjoys exploring geopolitical events. He also trains rigorously in kettlebell athletics — a reflection of the consistency and focus he brings to client relationships.

At Golden Wealth Strategies, Jean ensures operational excellence while helping position clients for durable, generational wealth outcomes.

Maxine keeps our firm running smoothly behind the scenes. She manages schedules, coordinates workflows, and ensures day-to-day operations stay organized so our advisors can focus on what matters most—helping clients achieve their financial goals. With her attention to detail and proactive approach, Maxine creates a seamless experience for both our team and clients.

Outside of work, Maxine enjoys traveling with her husband and their dog.

Jena ensures our internal systems and processes run efficiently so we can deliver consistent, high-quality service to every client. She manages our technology platforms, and financial planning tools, streamlining workflows and supporting both our team and clients.

When she’s not optimizing processes, Jena loves discovering ways to make technology work smarter, not harder.

Hans manages the processes that keep client services running smoothly. He coordinates onboarding, meeting preparation, and follow-ups, ensuring that every step happens on time and according to plan. Working closely with advisors behind the scenes, Hans helps the team stay organized and efficient, so clients receive a seamless experience.

Outside of work, Hans enjoys optimizing workflows and finding ways to make day-to-day operations run more smoothly.

James leads our growth and marketing efforts, ensuring our message reaches the clients who need us most. He oversees branding, digital presence, and outreach initiatives, making sure everything we do reflects the trust, clarity, and professionalism clients can expect from our firm.

James is passionate about helping people find the financial solutions that give them peace of mind.

Meet Rebecca Eloisa, the storyteller behind Golden Wealth Strategies’ marketing efforts. From launching campaigns and managing social media to analyzing performance, Rebecca helps ensure our message reaches the right people and truly resonates.

With an over 10 years of experience in media and digital marketing, Rebecca blends creativity with data-driven strategy to help our content build trust and reflect the values our clients expect from Golden Wealth Strategies.

She also cares deeply about helping people achieve financial freedom so they can live the life they want. That’s why she’s passionate about creating content that not only reaches our audience but educates and empowers them to make confident financial decisions.