Jean has over two decades of experience providing financial advisement and wealth management services to a wide variety of clients. She holds a B.S. in Finance from the State University of New York at Albany and a Masters in Business Administration from Iona College. Jean has also completed a series of courses in financial planning at the City University of New York at Baruch.
Jean holds FINRA license Series 7 and 24 and NYS Life, Health, Variable Annuity and Property & Casualty insurance licenses. She is also a Certified Long Term Care Consultant (CLTC) and NY Partnership licensed. In addition, TEG is a Preferred Provider for Omni 403B services to our local public school employees.
Jean’s main goal is to provide credit union members with professional assistance, quality financial products and dependable service. She is a registered representative of NPC of America in FL & NY (NPCOA), and offers advisory services through LEXCO Wealth Management, Inc.
Jean was a recipient of the Hudson Valley Magazine Five Star Wealth Manager Award in 2013 and 2014. She resides in Poughkeepsie, NY, with her husband and three children.