Client Relations Associate
Jennie leads our highly visible client relations at Wealth Legacy Institute. She is personally familiar with our client families and proactive in meeting their special requests with outstanding service. She specializes in process improvements and excels at going above and beyond in any environment.
Jennie has over twenty years' experience in the financial services industry, including firms such as Charles Schwab and JP Morgan Retirement Plan Services. She has enjoyed transitioning to Wealth Legacy Institute, a firm that puts clients interest first. Jennie has a Business Management background and is a member of the American Society of Pension Actuaries. She is a Service Star recipient, Service Excellence Award-winner and Financial Success Award-winner.
During her free time, Jennie enjoys spending time with her family and friends. Jennie loves to bake and host gourmet dinners. This year her “fun” goal is to learn how to rollerblade.