Solving Your Financial Puzzle


Stephanie Jackman 

Advisor AssistantStephanie Jackman

As the individual service adminstrator, Stephanie is responsible for the service and adminstration of all client accounts.  Her main tasks include processing all client requests and inquiries within the office.  Her services range from policy renewals, tracking new business, investment contributions and withdrawals, account updates and monitoring investments.

Stephanie is determined to provide the highest quality of customer service to our current and propective clients.

Rob's Endorsement:

Stephanie's outgoing personality and enthusiasm is greatly valued.