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Jeanne is a Senior Investment Advisor with over 25 years of experience in both the banking and financial industry.  She started in the financial industry in 1994 working at various financial services companies on the east coast. From 1998 through 2001 she was a Registered Representative with Bank of America in Charlotte, NC. From 2001 through 2019 she was a Wealth Management Advisor with TIAA and established the TIAA Honolulu office in 2007. Jeanne has extensive knowledge of the ERISA regulations for 403(b), 401(k) plans and comprehensive financial planning. She also holds the Accredited Wealth Management Advisor (AWMA®) designation through The College of Financial Planning. Jeanne enjoys spending time with her family and loves volunteering at New Hope Kapolei.

 
 

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Learn more about the AWMA designation.