As a financial professional and an active member of the community, Jean is dedicated to helping individuals and business owners build and protect their financial futures. She takes a refreshing, honest and caring approach to each client; with straight forward, no nonsense, financial advice.  Clients are treated with the respect and compassion they deserve.

Her dedication to serve her clients has led her to continually seek new training and certifications in a wide array of financial areas. Currently she is licensed as a life insurance agent, registered representative, general securities principal and an investment advisor.  She also regularly participates in continuing education to keep abreast of issues and solutions for the retirement community.