Jeannie Mussa is a Senior Administrative Associate and began her career at the firm in 1989. For over 20 years, she worked alongside Senior Vice President and Chief Economist William Hummer, until his passing in 2015.  

With more than 35 years of industry experience, Jeannie has extensive knowledge of the securities and legal transfer process and her commitment to client service is central to the ongoing success of the team. Her attention to detail ensures accuracy and operational efficiency. 

Jeannie began her career in the financial services industry in 1985 and holds through LPL the FINRA Series 7, 63, and 65 Licenses. She is also an Accredited Portfolio Management AdvisorSM. As a licensed representative, Jeannie is available to review accounts and enter trades and manage all financial transactions as they arise.

She was raised in Indiana and has a daughter.