Jennie is the managing partner of Benefit Associates. She directs the administration department, specializing in staff development and financial operations, and has worked with retirement plans since 1983.
Jennie is the current President of Entrepreneur Organization (EO) of Orange County. The Entrepreneurs’ Organization (EO) is a global, peer-to-peer network of more than 12,000 influential business owners with 170 chapters in 53 countries. Founded in 1987, EO is a catalyst that enables leading entrepreneurs to learn and grow to infinity and beyond.
Prior to her term as president, she has served on the EO board of directors in multiple leadership positions including:
• Education Chair – Where she excelled in bringing quality programing designed for EO’s successful business owner members
• Student Champion – She donated her time mentoring college students who had started a business while enrolled in college
• Speaker – She has spoken to chapters and related groups, educating members on different retirement plan options available, their advantages, and potential pitfalls.
She is a past chair and committee member of the National Institute of Pension Administrators (NIPA) annual Business Management Conference. The conference focuses on educating business owners through the cooperative exchange of ideas and best practices in the retirement plan industry.
She has spoken for industry groups including the Western Regional Conference for the American Society of Pension Professional and Actuaries (ASPPA), National Institute of Pension Administrators (NIPA) and continues to speak to businesses and organizations thoughout California.
She graduated from State University of New York at Brockport with a Bachelor of Science degrees in Finance and Personnel. After graduation, she completed the Employee Benefit Specialist program where she focused on the Employee Retirement Income Security Act of 1974 (ERISA).
Jennie worked for Dunn and Bradstreet Pension Services, Charles Schwab, and a few family owned businesses that inspired her to want to own a business with Mark.