Type of Business
Jenevieve is passionate about financial education and being the ultimate resource to her clients. As an integrated advisor, she can help you to co-creates a clear results-oriented plan based on your unique goals, concerns and resources. She understands that the best financial plan is a process of working with you and is built on strategies, not a collection of products. Jenevieve will help you not only grow in knowledge but will give you concrete ideas and resources that you need in today’s changing world.
When & Why I joined NAWBO
I joined NAWBO because of the tremendous comradery and shared knowledge of other professional women. I am also a big advocate for education and love to learn, educate & support others.