I began my career in the financial industry in 1992. Truly captivated by this dynamic and fast-paced industry, I acquired my securities registration six months later. I have worn many hats throughout my 30+ years in the industry, but the most rewarding was the four years I spent coaching recent college graduates from academics into licensed Financial Advisors.
I joined One River Financial in 2020 on a part-time basis, primarily focusing on Compliance Regulations and RMDs / QCDs. My role evolved into Practice Manager, where I oversee daily operations, ensure regulatory Compliance, IRA Required Distribution and Qualified Charitable Donations. My goal is to ensure nothing falls through the cracks and every client has an exceptional experience with our team.
Now that my twins are young adults, I am able to spend time as a Hospice volunteer and experimenting with acrylic pour painting.
“I can trace my love of numbers back to my Dad teaching me poker for M&Ms at the age of 4.”Jennie Mack