Jeanne joined the JFL team in 2017 and works with our personal and 401(k) clients. Analyzing client portfolios and account performance, Jeanne is the primary point of contact for clients. She brings extensive experience in analytical marketing and revenue management working for blue chip companies such as Marriott International, American Airlines and Procter & Gamble.
Jeanne has her series 6 and 63 licenses and is enrolled in Boston University’s Financial Planning Certificate program. She is a graduate of Cornell University and received her MBA from Duke University’s Fuqua School of Business. She received her CERTIFIED FINANCIAL PLANNER™ certification in December 2019.
Jeanne is an avid tennis player and gardener. She lives in Mountain Lakes, NJ with her husband and two children. Jeanne also enjoys spending her free time volunteering for various organizations in her community:
The Town Club of Mountain Lakes – Current Board member (on board for 5 years)
The League of Women Voters of Mountain Lakes – Board member 4 years, member now
Member of the Garden Club of Mountain Lakes
Former member – Pittsford Central Schools PTSA – Hospitality, Communications, and Newcomer Chairperson
Former Girl Scout Troup Leader
Former Court Appointed Special Advocate (CASA) of Monroe County NY Board Member
Former Board Member – Cincinnati Children’s Hospital Kindervelt