Jeannie joined the SNBT Trust Department in 2023, with over 18 years of experience in Wealth Management. As a Trust Officer at SNBT, she is responsible for a number of Trust Department client relationships. Jeannie specializes in trust and estate administration while working closely with clients on their estate planning needs demonstrating tremendous technical expertise and working to establish and nurture client relationships.
Jeannie is a graduate of the Cannon Financial Institute Personal Trust School. This is a three year intensive training program in the areas of estate planning, trust administration, taxation, investments, and insurance.
Jeannie is a graduate of the Cannon Financial Institute Personal Trust School. This is a three year intensive training program in the areas of estate planning, trust administration, taxation, investments, and insurance.
Credentials:
- Certified Trust and Fiduciary Advisor
- Financial Paraplanner Qualified ProfessionalSM
- Bachelor of Science in Business Management from Cardinal Stritch University, Milwaukee, Wisconsin
- Graduate of Cannon Financial Institute Personal Trust School I, II and III