Jeanette Hudepohl
President
Jeanette is a CPA and a Personal Financial Specialist with over 35 years of experience in the financial services industry. Her areas of expertise include personal wealth management and retirement plan design and implementation.
Working with both individuals and corporations has given her a unique perspective in understanding how to effectively help people meet their financial goals, especially preparation for retirement. She focuses on understanding clients’ specific financial situations and proposing solutions that account for time, risk, and key client objectives.
She has worked with various sized companies for over 30 years in designing, implementing and supporting workplace retirement solutions. She works closely with human resource departments and boards of directors, providing fiduciary assistance and ensuring the smooth operation of their retirement plans. She utilizes benchmarking to help employers maintain industry competitive plans that promote successful retirement outcomes for their employees.
Jeanette was named a Top 50 Plan Advisor by the National Association of Plan Advisors (NAPA) in 2015 and a 401 Top Retirement Plan Advisor by Financial Times in 2016.
Jeanette and her team are ready to provide solutions for your corporate or individual financial needs.