Jeannie Elliott
Client Services Associate
About Jeannie
Jeannie joined the Red Oak family in April of 2022 as a Client Services Associate. She assists clients with account setup, transfers, maintenance, and other client processing needs. Formerly, Jeannie was a second-grade teacher and reading specialist before transitioning into a client service role in wealth management. Jeannie comes to Red Oak Financial Group with over six years of experience as a client services associate in the financial space and joins a talented and expanding team.
Jeannie is mother to a son and twin girls. In her spare time, she loves being on the water and is an avid boater and member of multiple boat clubs. Jeannie enjoys reading, dancing, and occasionally some karaoke!