After graduating from Point Park University in Pittsburgh, Pennsylvania, with a Bachelor’s Degree in Business Management, Jeanie began her career at Harvest Financial Corporation where she worked closely with the firm’s President on building financial plans for clients and working on a weekly radio show.
In 1994 Jeanie joined Legg Mason Wood Walker, a regional brokerage firm based in Baltimore, as an Account Executive. There she focused on building retirement plans and investment portfolios for both individual and corporate clients.
In 1997, Jeanie joined Fidelity Brokerage services and was instrumental in launching Fidelity’s Indianapolis Investor Center. She continued to focus on working with clients to design individualized investment strategies. While there, Jeanie held such positions as Retirement Specialist and Fixed Income Coordinator. As Retirement Specialist, she worked closely with the Corporate Retirement Plans of General Motors, Ford, AT &T & Lucent Technologies.
Before moving to Fenton, Michigan with her husband Rob, Jeanie was Assistant Branch Manager of Strong Investment’s Indianapolis Branch.
Included in her list of achievements, Jeanie was a John C. Loos Scholarship recipient, a charter member of the Pittsburgh Stock and Bond Club and current Treasurer of the local TOPS group. Jeanie and her husband Rob have three daughters, Cassie, Chloe and Clarissa.