Jeanne Garcia

Branch Office Administrator

Jeanne Garcia is a dedicated Branch Office Administrator (BOA) known for her exceptional client interaction and service.

With a keen personal interest in financial planning, Jeanne is driven by a genuine desire to help others achieve their financial goals. This motivation fuels her commitment to her work and drives her to improve processes and enhance the overall client experience. Jeanne’s acumen and problem-solving skills mean she adapts quickly and finds innovative solutions to meet client needs.

Jeanne consistently earns high praise for her warm and approachable nature, which makes clients feel heard, understood, and valued. She thoroughly explains new information and addresses any concerns, ensuring clients feel confident and informed in their decisions.

Outside of work, Jeanne enjoys spending quality time with her two grandchildren, Oliver and Bostyn. She is also a passionate sports fan, often found cheering on her favorite teams and enjoying the excitement of the game.

Located in Texas