Jackie Stevens    

Jackie StevensJackie Stevens




Your Information - Non Disclosure—Security

The nature of our work requires us to collect certain non-public information. 

  • ¨ We collect financial and personal information from you, worksheets, reporting statements and other forms, as well as interviews and conversations with our clients and affiliates. 
  • ¨ We may also review banking and other information about our clients in the performance of our work. 
  • ¨ Under our policy, all information we obtain about you will be provided by you or obtained with your permission. 
  • ¨ We have procedures and policies in place to protect your confidential information. 
  • ¨ We restrict access to your confidential information to those within our firm who need to know in order to provide our services. 
  • ¨ We will not disclose your information to a third party without your written permission, except where required by law. 
  • ¨ We maintain physical, electronic and procedural safeguards in compliance with federal regulations that protect your personal information from unauthorized access.
  • ¨ Upon closing your account, your nonpublic  personal information will not be disclosed to any person or party, unless required by law.


Your Privacy is important.  Please trust that protecting your information is equally important to us.  Please call 440-233-5843 if you have questions.