March Employee Spotlight: Jennine, Client Service Associate at Yardley Wealth Management

Meet Jennine, a dedicated member of the Yardley Wealth Management team, whose journey back into the financial industry is as inspiring as it is impactful!

Professional Journey:

After spending nine years as a full-time stay-at-home mom, Jennine re-entered the financial world in May 2024, joining YWM as a Client Service Associate. Prior to that, she built a strong foundation in financial operations at Vanguard and Merrill Lynch. Now, she’s back in action, bringing her experience and passion to help clients plan and save for their futures.

What She Loves About Her Role:

For Jennine, her role at YWM is both meaningful and rewarding. She enjoys the opportunity to contribute her skills in a way that helps clients build financial security for the future. Seeing younger clients take an early interest in financial planning is especially fulfilling, and she hopes to pass that same financial wisdom on to her own children.

Life Outside of Work:

When she’s not assisting clients, Jennine is busy being a proud mom to Abby (21), Luke (19), and Jack (14). As a devoted wrestling mom, she spends much of her time cheering on her boys and leading fundraising efforts as President of the Council Rock South Wrestling Booster Club. In her downtime, she enjoys traveling, reading, going to the gym, and taking long walks with her husband, Matt, and their two rescue dogs, Theo and Maybel.

Work-Life Balance at YWM:

Balancing work and home life is effortless at YWM, thanks to the supportive culture Mike and Karen have cultivated. The flexibility, benefits, and genuine value placed on employees and their families make this a workplace unlike any other Jennine has experienced.

What She Appreciates Most About YWM:

The teamwork at YWM is second to none. While each team member has their own responsibilities, there’s always a willingness to step in and support one another. Jennine loves being part of a team that truly works together to ensure clients receive the best service possible.

Join us in celebrating Jennine and her incredible contributions to YWM! 🎉

Read Jennine bio by clicking here