Our Qualifications

BA Eckerd College Business Management

CFP College of Financial Planning University of Denver

Securities Registrations:   Series 7, 24, 51, 63, 65

State of Florida Insurance Licenses:

 Life, Variable Life, Health Annuity and Variable Annuity

Jean conducts workshops on various financial strategies and has taught financial planning at NOVA University. She is also a Director on the Financial Planning Association of the Suncoast; and Treasurer for the Financial Planning Association for the State of Florida.