Jeanne has over 20 years’ experience in the insurance and investment industry, specializing in client development and management. Her mission is to guide her clients through a financial process that helps organize their financial life by aiming to minimizing taxes, minimizing risk and maximizing their protection and cash flow. Her process has the propensity to create security and prosperity for both individuals and business owners by providing guidance, accountability and execution of financial strategies.
Series 7, Series 66, Life & Health licensed
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.