Jeneen is dedicated to providing sound advice, effective implementation, and personalized financial planning services to individuals and families. She focuses in areas of personal finance, including retirement strategies, investments, tax strategies, insurance, estate and divorce matters. Jeneen is motivated by making a difference in her clients’ lives and enjoys cultivating long-term, meaningful relationships.
Specialized training, financial planning and investment expertise, serve as the basis for Jeneen’s financial proficiency in areas of divorce. She works closely with her clients and their legal counsel to deliver professional and discrete analysis of the short and long-term financial impact of the proposed divorce settlement. Post-divorce, Jeneen understands that all of the fundamental components of a sound financial plan — creating a budget, investing, planning for retirement, owning a home, making sure you don’t outlive your money, understanding your goals and aspirations, saving for college, life insurance, etc. — should be completed under the guidance of an advisor who is very familiar with the needs and issues of recent divorcées. Developing and executing a new plan is essential for financial stability and a sense of security.
Jeneen holds a bachelor’s degree with a concentration in Finance, the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™ certifications, and is an active member of The Institute for Divorce Financial Analysts (IDFA™) and The Financial Planning Association (FPA®).
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Jeneen is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. Summit Financial Group is independently owned and operated. Summit financial Group and Securian Financial Services, Inc. are not affiliated with Second Saturday, WIFE.org, or any other professionals that present as part of this program. Financial advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.