
Jean has over 20 years of experience in the financial industry and a lifelong commitment to client service. After building a successful career in customer-focused roles, she found her passion in retirement plan services, where she finds fulfillment in partnering with plan sponsors to navigate the responsibilities of managing their company’s retirement plan. In her role as a Senior Retirement Plan Specialist at 1834, Jean draws on her deep industry knowledge and client-first mindset to deliver attentive, solutions-oriented support.
Prior to her role at 1834, Jean was a Senior Retirement Plan Specialist at Bremer Bank.
Jean is known for her:
- Client-focused experience – With decades of experience in financial services and a career rooted in customer service, Jean brings a client-first mindset and delivers guidance that truly makes a difference.
- Purposeful approach – Known for building trust and delivering results, she consistently anticipates client needs and offers thoughtful, effective solutions.
- Process improvement – She thrives on challenges and is enthusiastic about streamlining processes that enhance client experience.
Jean loves being with family and friends and taking in the outdoors whenever she can. A dedicated community member, she donates her time to helping local nonprofit organizations.