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Putting her heart into helping the clients of CMA
Years in the industry: 38
Years with CMA: 23
Licenses and Education: Series 7 and 63, BA in Office Systems Management
Getting to know Jean, it’s easy to see why she’s such a great fit as CMA’s financial planning associate and team manager: she’s a person of action, not just words.
For example, just look at how Jean volunteers to help mentor children, or how she serves on the board of the Twin Cities Bicycling club: both are causes that she truly believes in, so she gives her very best to support them.
The same spirit of personal dedication and service is evident as she carries out her role of preparing and managing financial plans, processes, services and technologies, along with providing exceptional service. Jean doesn’t just show up; rather, she puts her heart into helping every CMA client find success.