Office Manager, Notary Public
Jennie joined the firm in 2017 as the Office Manager. Jennie brings with her over 10 years of experience in the industry. Prior to joining Lighthouse, Jennie worked for Whelan Financial, a Registered Investment Advisor firm in Fresno, California, where she began as an entry level assistant and quickly rose to manage the firm’s operations. She brings with her years of experience in client services, administration, human resources, compliance, bookkeeping and technology. She holds an Associate of Arts Degree in General Studies from Reedley College. As part of the Lighthouse Financial team, Jennie works to provide service excellence in client relations and operational support.