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Jeanine M. Herold

Investment Adviser Representative, Financial Planner, Partner

Phillips Financial

United States, Indiana, Fort Wayne

About Me

Jeanine provides comprehensive financial planning and investment advisory services to individuals and families. Prior to becoming a financial adviser in 1998, Jeanine worked in the home office of Lincoln Financial Group for fifteen years in a variety of marketing and product management positions. She holds a Bachelor’s Degree from Southern Illinois University and a Master’s in Business Administration from Indiana University. Jeanine is a member of the Rotary Club of Fort Wayne (The Downtown Club). She also serves on the board of the Early Childhood Alliance. She is a member of Toastmasters, where she has enjoyed participating in competitive public speaking for several years. Over the year

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Profile Information

Investment Adviser Representative, Financial Planner, Partner

Phillips Financial

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Fort Wayne

Indiana

United States

Oct 11, 2024

Work Experience

Phillips Financial Management, LLC*

Financial Planner, Partner
Mar 2002 - Present
Email: jeanine@1phillips.com

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