Jean Marie Dillon, MA, CFP®, AFC®
Specializing in financial counseling and education, Jean Marie empowers those wishing to take control of their financial futures. She guides clients toward obtaining the resources needed to secure their economic well-being. Committed to unbiased, objective advice, Jean Marie has chosen to remain in private practice, unaffiliated with any investment firm.
With over fifteen years of experience as a CERTIFIED FINANCIAL PLANNERTM professional and an Accredited Financial Counselor® for the military, Jean Marie is an expert in debt management, budgeting, wealth building, retirement plans, and employee benefits. Adept at investment strategies for individuals not meeting other advisors' minimum requirements, Jean Marie is committed to educating her clients to become independent, savvy investors.
Jean Marie holds a bachelor's degree in Economics from John Carroll University, a master's degree in Applied Professional Studies (Employer-driven Financial Education) from DePaul University, and a certificate in Financial Planning Teaching from Columbia University, New York.