Client Services Assistant
Jeanmarie King joined RGB Financial in 2022. She provides operational support to our Financial Advisors and specializes in tax planning & projections.
Prior to joining RGB, she was a Manager at PricewaterhouseCoopers where she worked in the Personal Financial Services and International Assignment Services groups. There she focused on providing high-quality client service to high-net-worth individuals and individuals on assignment outside of their home countries. She also worked on process improvements to enhance efficiency and streamline tax preparation processes.
Jeanmarie graduated from the University of Connecticut in Storrs with a Bachelor of Science degree in Accounting and a Masters of Science in Accounting.
Jeanmarie resides in Farmington with her husband Jeff and three daughters, Alison, Lily, and Caroline. She enjoys yoga, being outside, and spending time with her family.