Jeanette is our Client Relationship Manager and has been with the team for 7 years. Her background has been in various care taking roles, including being a preschool teacher for nearly 20 years and a nursing home administrator for 15 years. In this role, she learned a lot about long-term care insurance and worked as a LTC Compliance Crisis Management Consultant.
Today, Jeanette uses all of her knowledge and experience to help clients process administrative actions, provide service on accounts, and organize our marketing events. She especially enjoys working with younger clients because it's exciting to see them get started on their their future financial goals. Outside of the office, Jeanette enjoys gardening, spending time with her grandchildren, and staying in touch with friends.