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“It is a privilege to be part of a team of financial advisors and tax specialists, where we serve clients from a vantage point that gives them a greater opportunity to earn and keep wealth.”

– The EWM Tax Team

Jackie Steppie

Director of First Impressions

Jackie Steppie is the welcoming face you meet when you walk into EWM Tax Solutions. Since January 2024, she’s been making clients feel at home with her warm smile and attentive service. Jackie’s superpower is customer service—she thrives on connecting with clients and making sure they feel comfortable and confident in the value the firm provides.

Whether she’s answering questions, helping with paperwork, or simply offering a kind word, Jackie’s goal is to make your experience as pleasant and professional as possible. Outside of work, she enjoys spending time with her granddaughter Stella or relaxing with a fishing rod in hand.