Jeanne is a Wealth Manager for SVA Plumb Wealth Management, LLC.
She has over twenty years experience in the financial services industry. With a background in investments, asset management, and financial planning, Jeanne helps her clients by developing and implementing investment strategies for their retirement and other financial goals.
Prior to joining SVA Plumb Wealth Management, LLC, she provided comprehensive financial analysis, asset management and retirement planning services to high net worth university professionals.
In addition, she has over 10 years of experience as a senior research analyst of corporate and high yield bonds, and eight years as a securities analyst for money market securities at MEMBERS Capital Advisors, Inc. She is also a member of the Financial Planning Association (FPA).
- Edgewood College - Bachelor of Science in Business- Finance Concentration
- Northwestern University - Financial Planning Certificate
- CERTIFIED FINANCIAL PLANNER™
- Certified Elder Planning Specialist
- Financial Planning Association