Firm Principal
Jeanne serves as CIC’s Chief Operating Officer and as a Chief Compliance Officer in addition to being one of the owners of the firm. She has over 25 years of experience with the CIC team, the first 15 of which as a Relationship Manager working directly with clients. She shares this experience with others in the firm to perpetuate the CIC culture of putting the client first and maintaining the highest of standards.
After receiving a BS in Engineering Physics and a BA in Aeronautics-Mathematics from Miami University in Ohio, she went on to obtain her MBA from The University of Connecticut, concentrating in Finance and Management.
Jeanne is originally from Connecticut, but now happily calls North Carolina home. She currently lives in Waxhaw with her husband and son. For recreation she enjoys spending time at her farm with her horses and the rest of the menagerie, traveling with her family, and reading. Jeanne holds FINRA Series 4, 7, 24, 63, 65, and 99 licenses.