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Partner
Norfolk
Client Advisory
Jeanie is a Partner in the Norfolk office with more than 20 years of fiduciary investment advisory and personal financial planning experience. She uses her extensive knowledge and experience to help affluent individuals and families preserve and grow their wealth.
Prior to joining Cerity Partners, Jeanie served as a Principal with Lumina Financial Consultants where she was responsible for managing the firm’s client relationships, investment strategy and wealth management operations. Before founding Lumina Financial Consultants in 2012, Jeanie served as an advisor with Sullivan, Bruyette, Speros and Blayney, Inc. in McLean, Virginia.
Outside the office, Jeanie enjoys spending time with her family, traveling, and enjoying outdoor activities like hiking, biking and kayaking.
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