Jeanette Harriman
Senior Vice President – Investment Officer
Jeanette is not afraid of financial questions. She loves collaborating with clients whether they are starting off, retiring, selling a business, or planning for generations to come, she has knowledge with all. Now, backed by Wells Fargo leading industry resources, and 30 years within the industry, her knowledge and expertise bring simple answers to those hard financial questions.
She prides herself on the details and getting to know her clients. Jeanette strives for her clients to grasp all the details that go into their investment plan, and that all starts with conversation. She takes the time to understand her client’s goals and creates unique plans specific to their needs. She continually keeps up with trends and keeps an eye on the market to better serve her clients.