At Lumin, we take pride in our strong team-oriented culture. Although each team member brings something unique to the table, we share these core values:
- Passion to Deeply Understand and Serve
- Embrace Ongoing Desire to Improve
- Promote Teamwork and Inspires Winning Attitude
- Support Family and Personal Time
Find out more about our team by reading our bios below!
As an Analyst at Lumin Financial, Jeanna primarily works on serving our Corporate Retirement Plan clients. Jeanna works with the Advisors on monitoring investment choices in the fund lineups and executing changes when necessary.
What experiences prepared Jeanna for her role at Lumin?
Through Jeanna’s completion of her undergraduate degree from Grand Valley State University and graduate degree from Wayne State University, she has gained an immense amount of knowledge in Finance. She was also a member of Delta Sigma Pi Business Fraternity.
What does Jeanna like to do for fun?
Traveling, cooking and spending time with her family and friends. In the summer, she enjoys being at her family cottage on the lake.