Jeanne is CFP® and a CPFA with Strategic Retirement Partners. She serves as a retirement plan consultant and financial wellness educator for companies across the country. Jeanne’s goal is to simplify advice in an over-complicated, jargon-filled industry. She has been interviewed by national publications including Forbes Magazine, Time Magazine, USA Today, The New York Times, CNBC News, etc. She brings an energy and simplicity to complicated topics and is known for the original content she posts on social media. Topics range from personal finance to employer-sponsored plans. You can find her using the hashtag #401klady. Jeanne’s accessible way of providing virtual advice and engagement is creating a more collaborative platform for financial professionals to support each other and their clients in the digital age. She and her team live in Bowling Green Kentucky, but serve clients across the country.

Jeanne is CFP® and a CPFA with Strategic Retirement Partners. She serves as a retirement plan consultant and financial wellness educator for companies across the country. Jeanne’s goal is to simplify advice in an over-complicated, jargon-filled industry. She has been interviewed by national publications including Forbes Magazine, Time Magazine, USA Today, The New York Times, CNBC News, etc. She brings an energy and simplicity to complicated topics and is known for the original content she posts on social media. Topics range from personal finance to employer-sponsored plans. You can find her using the hashtag #401klady. Jeanne’s accessible way of providing virtual advice and engagement is creating a more collaborative platform for financial professionals to support each other and their clients in the digital age. She and her team live in Bowling Green Kentucky, but serve clients across the country.

With over 20 years of experience in Leadership and Human Resources, Julie is in constant pursuit of creating cultures where people love to come to work. Essential to this is a commitment to ensure that team members feel valued, that their feedback and ideas matter and that the work they do has a purpose. 

Focused on people development, Julie leverages her ability to connect with those around her to understand their "why,” and ties their outcomes back to what’s most important.  This results in teams that are highly engaged, that have a strong sense of ownership in the work that they do, and a desire to share in the success of the organization overall.
As a frequent speaker/panelist/podcaster regarding topics such as professional and personal development, leadership, culture, and engagement, Julie shares relatable stories and ideas that are actionable, inspiring others to do the same.