Jeannine Resteiner Citoli

As an integral partner and resource, we consult with you on important financial decisions and provide guidance to help you understand the tax implications or tax saving opportunities. Our goal is to help you create the life you want by designing a plan that takes into consideration the lifestyle you desire and the dreams you wish to fulfill.

When asked what she likes most about the business, Jeannie will reply “The Clients.” She enjoys helping solve problems and believes that everybody has different needs, therefore custom plans.

Jeannie has been working with Warren since 1994 and since Co-Founding Stickney Research in 1997, she manages both the long-term strategic goals and day-to-day operations of Stickney Research.

She believes that team members should have in-depth knowledge as well as a passion for their area of expertise. Her feeling is that an individual’s unique ability paired with job tasks that complement that talent makes a team function well.

The team concept is not limited to the staff; it is from this idea of partnership that Stickney Research has forged long-term relationships with clients.

Education has always been at the forefront of Stickney Research – both for clients and employees. Always keeping abreast of what is available, Jeannie attends several industry forums and meets with the nation’s top investment companies each year to research new products and concepts that may be useful in wealth planning.

Jeannie is an active member of both the National Association of Insurance and Financial Advisors (NAIFA) and the Million Dollar Round Table (MDRT)*.

In addition to her professional associations, Jeannie is also involved with fundraising for Bellevue Life Spring where she recruits others to “adopt a family” for the holidays. She supports the MDRT Foundation’s efforts for worldwide philanthropic causes, as well as national charities including Habitat for Humanity, the Red Cross, and the Humane Society.

In her spare time, she enjoys riding her horses, gardening, and spending weekends on her farm in Oregon.

 

*Million Dollar Round Table® (MDRT) is a global, independent association of life insurance and financial services professionals, who demonstrate professional knowledge, strict ethical conduct, and outstanding client service. MDRT members must annually complete an application, submit certifying letters, and pay dues. Belonging to MDRT is not indicative of the financial advisor’s future performance, should not be construed as an endorsement, and is no guarantee as to the future investment success.