Client Services Associate
Jeanine Gordon began with EagleStone Retirement Services in January 2022. She has been employed in the Third-Party Administration industry for 20 years.
Jeanine began her retirement plan career at Gorrelick Tievy & Associates as an Administrative Assistant and was later promoted to Retirement Plan Administrator where she then continued her career at Martin Retirement Services, Inc. in Gaithersburg, MD.
Jeanine offers daily administrative support to the consultants and clients. She is responsible for loan and distribution processing, 1099 preparation and processing, annual census requests, annual valuations, and Form 5500 processing.
She currently resides in Gaithersburg, MD with her husband and five children. She has spent 13 years traveling and supporting her daughter’s gymnastics journey; her daughter won the Maryland State Championship two years in a row. Now, she is a cheer mom to one of her youngest.
Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.
Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.
Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.
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