Jean has over 25 years of experience providing financial advisement and wealth management services to a wide variety of clients. She holds a B.S. in Finance from University at Albany - SUNY 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 has completed extensive training to become a Certified Financial Planner (CFP®). CFP® professionals are held to the highest ethical and educational standards. She holds FINRA license Series 7 and 24 held with LPL Financial 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. Jean is authorized to prepare federal tax returns (PTIN holder). In addition, TEG is a Preferred Provider for Omni 403B services to our local public school employees. She is a registered representative of LPL Financial, and offers advisory services through LEXCO Wealth Management, Inc. Jean has received the Hudson Valley Magazine Five Star Wealth Manager Award* (2013, 2014, 2015, 2016, 2017) and was named the 2016 Face of Retirement Planning. She resides in Poughkeepsie, NY, with her husband and three children.
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