As client coordinator for the insurance division of Navitas Wealth Advisors, Jeanne Dortch manages the details of active insurance policies and serves as administrative assistant to the managing partner. She provides vital assistance to clients and their advisors as she reviews policies, monitors premium schedules, helps with account maintenance, and oversees special projects. Her attention to administrative details and thoroughness are especially valuable for onboarding new clients and helping those in the claims process.
Prior to joining Navitas, Jeanne studied accounting at Holmes Community College. Over the last ten years, she worked in accounting for a construction company, a property management firm, and Valley Foods. Her responsibilities in general ledger accounting, financial analysis, payroll, budgeting, and tax aligned well with her aptitude for numbers and analysis. In 2021, she decided to step outside of accounting and apply these skills at Navitas. Jeanne greatly appreciates her colleagues and the corporate culture, and she looks forward to opportunities to serve and grow with the firm.
With their love for the outdoors, she and her family enjoy owning property in the countryside. The former cattle farm provides space for activities like raising chickens, ATV-riding, and fishing. Jeanne also sings in the choir and on the praise team for her church.