Jeanne is Certified Financial Planner, Nonqualified Plan Consultant, and a CPFA with Strategic Retirement Partners. She serves as a retirement plan consultant and financial wellness educator for companies across the country. She has been widely recognized as a leader in the industry, repeatedly receiving recognition as a National Association of Plan Advsors “Top Women Advisor”, “Top Advisor Under 40”, and “Top Influencer”.

Jeanne’s goal is to simplify advice in an over-complicated, jargon-filled industry. She has been interviewed by national publications including Forbes Magazine, Time Magazine, USA Today, The New York Times, CNBC News, etc. She brings an energy and simplicity to complicated topics and is known for the original content she posts on social media. Topics range from personal finance to employer-sponsored plans. You can find her using the hashtag #401klady. Jeanne’s accessible way of providing virtual advice and engagement is creating a more collaborative platform for financial professionals to support each other and their clients in the digital age. She and her family of five live in Bowling Green Kentucky, but serve clients across the country.