Jeanette is an accredited Certified Financial Planner with over five years of experience in the financial services industry. She maintains a strong focus on personal and professional development, actively working towards achieving the next life goal or milestone and striving for new learning opportunities along the way.

Jeanette enjoys working with clients from various walks of life and helping them achieve their financial goals no matter what stage in life they are at.

“To be a good financial planner, you need to care about your clients and strive to support them and their loved ones throughout their financial journey. There is no greater reward than that which comes from helping others. Growing together with my clients is a privilege I am fortunate to have.”

As a Certified Financial Planner (CFP), Jeanette works with clients to create customized financial plans that focus on financial management, income tax planning and efficiencies, investment and education savings planning, risk management, retirement and estate planning.

Jeanette will work with you to develop your comprehensive lifespring® financial plan, a blueprint for building and maintaining a strong financial foundation. The plan will integrate all aspects of your financial picture: investments and estate planning as well as your business banking (if applicable).

Learn more about the value of working with a financial advisor.