Jeanna holds a Bachelors Degree in Financial Counseling and Planning from Purdue University, Series 7 and 63 securities registration and has 20+ years working as a Registered Client Service Associate in the financial services industry. With her years in the industry, she brings a wealth of knowledge, experience and wonderful customer service.
Jeanna was born and raised in the Lafayette area. Away from work, Jeanna enjoys time with her husband, Doug, and being outdoors. Together they have two children, Travis (Marian University ‘22) and Sally (Indiana University ’23).