Jeanne has been with Financial Plan since the very beginning, serving client administration needs and leading all forms of internal operations for the company. With over 25 years of experience in small business operations, she is an expert at completing complex transactions.
Jeanne is a great resource for helping clients with all the steps required to set up new accounts, transfer funds, complete rollovers, or in any situation where assistance is needed navigating the administrative processes of the complex financial universe.
Jeanne is a devoted wife, mother, and grandmother of ten. She enjoys a balance of adventure (hiking, biking, and backpacking) and relaxation (sipping drinks on a beach), spending time with her family and friends and traveling with her husband of 40 years, Jamie.