HB
Heather Baker18d ago
Jeanie knows her stuff and cares about her clients!
Jeanie took over our accounts about the time COVID started. During that difficult time, she made them grow. She researched what were good things to invest in, and which ones we needed to sell. She reviews our accounts annually, if not more often than that. She answers questions truthfully, and clearly. I am very happy with what she has done with our accounts!