1 week ago
Anticipating SECURE 2.0 Changes (Webinar Recording)
Retirement plan sponsors and their recordkeepers are busy digesting the...
Senior Vice President,
Financial Advisor
Jean joined CAPTRUST in 2010 and serves as a senior vice president and financial advisor. As a retirement plan consultant to corporate fiduciaries, she is motivated to improve retirement plan outcomes for plan sponsors and their participants by structuring solid governance processes and superior educational opportunities.
When she is not in the office or with a client, Jean enjoys reading, traveling, giving back to the community, and spending time with family. She is committed to living life to the fullest and encouraging others along the way. Prior to joining CAPTRUST, Jean served as a retirement plan consultant and educational specialist for a regional brokerage firm. She was the first person in Iowa to receive the Accredited Investment Fiduciary designation and has worked in the industry since 1990.
1 week ago
Retirement plan sponsors and their recordkeepers are busy digesting the...
5 months ago
Thirteen CAPTRUST Advisors recognized on NAPA’s Top Women Advisors...
8 months ago
CAPTRUST was named the largest registered investment advisor (RIA) by...
10 months ago
Business North Carolina recently recognized CAPTRUST and CEO Fielding...