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, transfer funds, complete rollovers, or in any situation where assistance is needed navigating the complex financial universe.
Jeanne is a devoted wife, mother, and grandmother of eight. She enjoys Barre3, spending time with her family and friends and traveling with her husband, Jamie.