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Jennie   Birch

Jennie Birch

Director of Operations

Jennie is a dedicated advocate and liaison for clients. With over 15 years of experience in the financial service industry in administration and client assistance, she takes pride in her client relationships. She has a deep regard for accuracy with account creating, management and prompt communication regarding your questions, requests and concerns. "I have never believed in the typical 24-48 hour turnaround time that is so often the case with many services...nor being stuck in phone re-routing and never reaching the person whom you have entrusted with your care. If it's important to matter how big or small the request, question or concern's equally important to me". One of her greatest strengths is the joy she derives from working with clients helping to solve problems and simplify their lives. As both a mother of three and a professional, she understands and empathizes with every clients desire to create and maintain a legacy personalized to their current life needs, as well as their plans and goals for the future.