Jeannie Underwood-Kotner

Jeannie’s knowledge of financial services is built on 20 plus years of industry experience. She oversees the Advisor Practice Consultant Division, a group dedicated to help Financial Advisors enhance and grow their business.  

Her engaging style has made her a widely sought after keynote speaker across North America. Throughout her career, Jeannie has delivered innovative, solution driven strategies at top industry conferences, regional sales events and provided individual coaching for top advisor teams.  

In her spare time, Jeannie is actively involved in her young children’s activities specifically ice skating, soccer, and basketball. And whatever time is left over, Jeannie enjoys traveling, collecting art, skiing, and most other outdoor activities/experiences.