Jeannie earned her Bachelor of Business Administration from Brenau University, graduating Cum Laude in 2012. Originally from Brooklyn, New York, she began her financial services career in New York City and brings more than 35 years of experience in the financial industry.

Since joining Asset Advisors in 2016, Jeannie has served as Client Service Manager, where she is dedicated to delivering exceptional client care and personalized service. Known for her strong work ethic, attention to detail, and commitment to excellence, she works closely with clients to build lasting relationships while assisting with account maintenance, new account openings, and a wide range of client service needs.

Jeannie is an active volunteer and member of Stevens Creek Church.

Outside of the office, Jeannie enjoys cooking, traveling, and staying active through exercise. She cherishes spending time with her husband, Mark, and their son, Aaron.