Jean has been working with investors and business owners in the OKC/Edmond area for over six years now. She is fully licensed with the State of Oklahoma by having passed the series 7, and 63 securities exams as well as the Life, Accident, and Health. Her registrations are currently held at LPL Financial, the largest broker dealer in the U.S.
Jean is passionate about helping people have the tools and resources to be able to make the best decision they can for their own particular situation. Like the other advisors in the firm, Jean believes that the Financial Peace Dave Ramsey talks about is something everyone deserves and everyone can attain, if they are disciplined and patient.
Jean traveled all over the country in her younger years, and was so inspired with values & principles Oklahomans share, that her and her family moved here from New Mexico, to raise their two daughters. They enjoy outdoor activities, visiting the family farm outside the city and just being together, as a family, for as long as they can. For anyone with children knows, it goes by too quickly.