JA

Jeanette Aldrich

Jeanette Aldrich


Financial Counselor

Professional Overview


Jeanette Aldrich is a seasoned Financial Counselor with over 20 years of experience helping individuals and families achieve their financial goals. As a Financial Counselor at Spectrum Health, she leverages her deep industry expertise to provide personalized guidance and support to clients, enabling them to make informed decisions and improve their overall financial well-being.

Experience Summary



Current Role


Jeanette has been a Financial Counselor at Spectrum Health since 1999, where she is responsible for:
  • Conducting comprehensive financial assessments to understand each client's unique financial situation and goals

  • Developing customized strategies and action plans to help clients improve their credit, manage debt, and build savings

  • Educating clients on budgeting, financial literacy, and long-term financial planning

  • Collaborating with cross-functional teams to connect clients with additional resources and support services

  • Consistently receiving positive feedback, with an average client satisfaction rating of 4.8 out of 5 over the past 3 years


Career Progression


Prior to joining Spectrum Health, Jeanette gained valuable experience as a Financial Analyst at a leading investment firm, where she honed her analytical skills and developed a deep understanding of the financial services industry. Her ability to translate complex financial information into actionable insights has been instrumental in her success throughout her career.

Academic Background


Jeanette holds a Bachelor of Science in Finance from the University of Michigan, where she graduated with distinction. She has also completed several industry-specific certifications, including the Certified Financial Planner (CFP) designation, which demonstrates her commitment to ongoing professional development and her dedication to providing the highest level of service to her clients.

Areas of Expertise


  • Personal financial planning and budgeting

  • Debt management and credit counseling

  • Retirement planning and investment strategies

  • Financial literacy education and training

  • Collaboration and client relationship management


Professional Impact


During her tenure at Spectrum Health, Jeanette has been recognized for her exceptional work, including being awarded the "Outstanding Financial Counselor of the Year" award in 2018 and being selected to lead the development of a new financial wellness program that has helped over 500 clients improve their overall financial well-being.

Conclusion


Jeanette Aldrich is a highly skilled and dedicated Financial Counselor who is passionate about empowering her clients to achieve their financial goals. With her extensive industry experience, strong analytical skills, and unwavering commitment to client success, Jeanette continues to make a significant impact in the lives of the individuals and families she serves.