About
As Brookside Wealth Advisors’ Senior Client Associate, Jeana is the backbone of the practice’s day-to-day operations and one of its most trusted client relationships. She has been by Don’s side since the very beginning — building deep, lasting bonds with clients across both Don’s and Adam’s practices over more than two decades in the financial services industry. Licensed to execute trades and professional in every facet of practice’s operations, Jeana is Brookside’s true jack of all trades.
Background & Credentials
With over twenty years in finance, Jeana’s institutional knowledge runs deep. She manages daily operations and administrative functions, executes trades, and has played a central role in training and mentoring team members throughout her tenure. Her experience across both the client-facing and operational sides of the business makes her an irreplaceable resource for advisors and clients alike.
Outside the Office
Jeana is a devoted member of Calvary Tabernacle, where she has worshipped for over 50 years and dedicates considerable time to the church Youth Group — mentoring young people in their faith with the same genuine care she brings to her clients. She and her husband, Jim, love spending time with their son Alex, daughter-in-law Annie, and grandson Fletcher, as well as their daughter Heather, son-in-law Joe, and four grandchildren — Audri, Jack, Cassidi, and Nanci — in Colorado. In her downtime, Jeana enjoys long walks on trails and exploring small towns.
