Jeneé joined WealthCrossing in August 2024, bringing her diverse background as a Finance IT professional. A native New Yorker, she holds a Bachelor of Science degree in Accounting from Virginia Commonwealth University and earned her Certificate in Financial Planning in 2021.
As an Associate Advisor, Jeneé is recognized for her empathy, intuition, and productivity. She can identify and anticipate client needs, providing a tailored and thoughtful approach to financial planning. Her passion lies in using her skills to create positive change, building wealth for herself and her family while inspiring others to do the same.
Jeneé is committed to growing as a thought leader in the financial planning industry, focusing on educating and empowering clients to align their finances with their desired lifestyle.
Having traveled and lived abroad in Anguilla and Placencia, Belize, Jeneé has embraced life’s simple pleasures. Whether enjoying a cake batter milkshake, cotton candy Italian ice, or a great meal, she cherishes making memories with loved ones. Her global experiences enrich her approach to both life and work.
