Jeanne Twining

Jeanne serves as the Chief Operations Officer which includes all internal operations, ensuring the office runs smoothly, and handling client administration needs. She has 25 years of experience in small business operations and has been with Financial Plan, Inc. since 1996. Her experience makes her the go-to person for completing complex transactions.

Jeanne is a great resource for clients looking to set up new accounts, move money/complete rollovers, or in any situation where assistance is needed navigating the complex financial universe.