Jeannie is dedicated to helping every individual make the most of their personal financial
situation. Providing advice and then walking them through the processes to achieve those goals
is a natural passion of hers. She has been an advisor for 8 years and enjoys keeping up with
market trends and the world's current events in order to utilize these ongoing changes to
benefit each client personally.
She believes sound financial advice begins with listening. By understanding what matters most
to her clients, she can deliver tailored solutions that are not only strategic but grounded in trust
and transparency. She is committed to ongoing education and is currently pursuing the
CERTIFIED FINANCIAL PLANNER® designation.
Jeannie resides in Hartville with her daughter, Jada. In her free time, she enjoys time at the gym
with friends and exploring new places and experiences with her daughter.