Wholistic, Personalized

Financial Planning

We learn about you as a whole person and then design a plan around your lifestyle and values. 

Bettering lives through increasing financial literacy, contributing to our communities and partnering to help you make Healthy, Wealthy and Wise decisions.

Jeanie in New York City and Conference

PLAN Your Finances

Jeanie began her career as a high school teacher and coach. When the opportunity presented itself to enter a career in Financial Planning, she saw it as a path forward to pursue her passion for education while helping people reach their financial goals.

Jeanie is a born educator and she thrives on the opportunity to help her clients work towards their individual financial goals while helping them understand the process. She works hand in hand with each of her clients to identify their goals, put a plan in place to achieve those goals and make alterations as needed when circumstances dictate.

Jeanie's passion does not end at helping her clients achieve their financial goals. She is also an active volunteer in the communities where she lives and works. She is excited to be able to donate a portion of

When it is obvious that the goals cannot be reached,
don't adjust the goals, adjust the action steps.
~Confucius

Registered Representative of, and Securities and Investment Advisory services are offered through Hornor, Townsend & Kent, LLC, (HTK), Registered Investment Advisor, Member FINRA/SIPC, 600 Dresher Road, Horsham PA. 19044 (800) 873-7637. www.htk.com

Altitude Financial Partners and other listed entities are unaffiliated with HTK unless otherwise noted. HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. The views expressed are those of the presenting party and may not represent the views of HTK or its affiliates.
Our representatives are insurance and securities licensed in Colorado. This is not an offer or solicitation in any state(s) where not properly licensed and/or registered. For registration or licensing information, please contact me at my office at 303-503-5036.

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