Jennie M. Fleming is a seasoned Investment Advisor Representative with over 20 years of experience in the investment industry, specializing in comprehensive financial planning and investment research.
Before dedicating herself to helping clients achieve their financial goals, Jennie gained valuable experience in Human Resources, where she assisted employees in understanding their life, health, disability, and retirement plan benefits. This extensive knowledge enables Jennie to address these critical topics effectively during financial planning.
Jennie's commitment to creating meaningful, lasting relationships with her clients and her dedication to prioritizing their needs every day is the driving force behind her work. She is committed to educating her clients on financial concepts and strategies, empowering them to make informed decisions regarding their financial future. Jennie integrates all facets of a client's financial life, encompassing investments, retirement planning, tax management, and estate planning, to formulate a comprehensive and balanced financial strategy.
Residing in Winfield with her husband, two children, and their Labrador retriever, Jennie enjoys hiking, gardening, traveling, and volunteering in her community.
Jennie served as the President of the Greater Winfield Chamber of Commerce in 2024, where she played a pivotal role in expanding membership and enhancing the organization's events. Her leadership and dedication significantly contributed to the Chamber's growth and success.
Education:
* B.A. degree in Psychology, with a minor in Business, from Eastern Illinois University
Licenses and Registrations:
* Series 66 Investment Advisor Representative
* Life, Health, Disability & Long-Term Care Insurance
Notary Public