Capital Advantage, Inc. is pleased to announce the promotion of Jeannie Churchill from Senior Service Advisor to Manager of Client Services. In her expanded role, Jeannie will manage the client service team, as well as continue as a key team member in responding to client requests.
Jeannie has been an invaluable member of the Capital Advantage client service team since 2011. “I am very proud and confident in promoting Jeannie to this leadership position in our firm. Her dedication to providing our clients with the highest level of personalized service has been instrumental in our success,” said Capital Advantage Founder John Hayman, CFP®.
Prior to joining Capital Advantage, Jeannie had an extensive background in financial services, including 15 years at Home Savings of America and 13 years at Litman/Gregory Asset Management, LLC, both of which give her broad insight into her new role. Jeannie has earned her Bachelor of Science in Business from the University of Phoenix and holds the Financial Paraplanner Qualified Professional (FPQP™) designation.
“As our company continues to grow, I am consistently seeking new ways to enhance our client experience. I am excited about my new role and the ability to make a positive impact,” said Jeannie.
Jeannie lives with her husband in Martinez and has an adult son. In her time outside of work, she enjoys gardening, photography, and hiking. When not spending time in the great outdoors, she loves listening to her husband perform as a blues drummer.
Please join us in congratulating Jeannie on her promotion!