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Jeanne is a part time Client Concierge handling all of your service needs with the exception of investment advice and trading.
Prior to working at Generations, Jeanne worked in the mortgage industry before becoming a stay-at-home parent to her two children. She rejoined the workforce in 2023 where she joined us in our Kalamazoo office.
Check out the background of firms and investment professionals on FINRA’s BrokerCheck: BROKERCHECK
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Fixed insurance offered through Generations Financial Planning & Wealth Management. Cambridge and Generations Financial Planning & Wealth Management are not affiliated. Cambridge does not provide tax or legal advice.
Advisory services available in all 50 states. Information relating to securities is intended for use by individuals residing in: Alabama, Florida, Georgia, Indiana, Maryland, Michigan, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin and the U.S. Virgin Islands only. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined.
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