About Jean Pursley

So, you want to expand your family but aren’t sure how to fund your own retirement and a 529 plan for the little ones? You’ll want to hear from Jean, our resident guru for young (and growing!) families. Jean’s expertise lies within the careful blend of short-term and long-term planning needs for families, especially those already expanding or planning to do so. Jean couples her expertise with that of her own experience as a young mother to help parents teach basic financial education principles to children early in life.