Client Services

   

JENNIE BAUDER

Jennie Bauder, Client Service Associate, joined the Center for Financial Planning staff in 2003.  Jennie is currently assisting Matthew Chope and Timothy Wyman and is responsible for servicing their clients. Jennie earned her Associates and Bachelor’s Degrees in Business Administration with concentration of Accounting from Baker College. Jennie plans to continue her education through the Series 7 Exam along with completion of her MBA. When not at work, Jennie and her husband, Kelly enjoy motorcycling, traveling, and spending as much time as possible with family and friends.  E-mail Jennie

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JEN HACKMANN

Jennifer Hackman, Registered Client Service Associate, joined the Center staff in 2000 and has worked in the financial services industry since 1998. She is the Registered Client Service Associate for Dan Boyce. She is responsible for client account servicing, and may be contacted with any service or information requests. Jen earned her bachelor’s degree from Indiana University (1997) and holds her Series 7 and 63 securities licenses. When not at work, she enjoys spending time with her husband John and their twin daughters, Jordan and Jadyn.   E-mail Jen

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GERRI HARMER

Gerri Harmer, Client Service Assistant, earned her Bachelor of Science degree from Eastern Michigan University in 1993. Since then she has held management positions as well as owned and operated two small businesses. She was an active member of the Canton Chamber of Commerce. Along with husband Bob, Gerri is happily raising three boys. She joined the Center for Financial Planning in the summer of 2007 splitting her time between client service assistant and investment research assistant. She is currently working as client service assistant for Tim Wyman and Matt Chope alongside Jennie Bauder.  E-mail Gerri

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MARILYNN LEVIN

Marilynn Levin, Client Service Associate, joined the Center for Financial Planning in 1992 and is sometimes known as the “other Marilynn.”  She primarily provides client servicing for Marilyn Gunther and Vicki McLellan, but has additional responsibilities.   She received her Bachelor’s Degree from Wayne State University in 1965 and has post degree credits.   Marilynn and her husband Arnold spend their spare time doting on their seven grandchildren. E-mail Marilynn

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JILL MAJESKE

Jill Majeske, Client Service Assistant, joined the Center for Financial Planning staff in 2006. She provides client service assistance for Laurie Renchik and Sandra Adams. Jill earned her Associate's and Bachelor's Degrees in Business Administration with concentration of Accounting from Baker College. Jill anticipates an upcoming busy schedule while starting her MBA with concentration of Finance and studying for the Series 7 license. In her spare time, she enjoys reading, scrapbooking, working out, and spending quality time with loved ones.E-mail Jill

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