“Many FMH employees have known Jean for years as she has supported the company with retirement planning through her position at CAPTRUST. Because of this, she understands FMH and our people. We all are very excited to have her expertise join the FMH Board,” said Shannon Rutledge, FMH President & CEO.
Prior to joining CAPTRUST as a financial advisor in 2010, Jean served as a retirement plan consultant and educational specialist for a regional brokerage firm. She was the first person in Iowa to receive the Accredited Investment Fiduciary Analyst™ (AIFA) designation and has worked in the industry since 1990. She also holds a Certified Plan Fiduciary Advisor™ (CPFA) designation.
In addition to her role as one of CAPTRUST’s top advisors, Jean is also the founder of CAPTRUST’s Women’s Initiative, created in 2017 to grow and elevate the women advisor force at CAPTRUST. Jean also serves as a board member or member of the finance team for several nonprofit organizations.