Jeanette Kowal is a Financial consultant and Chartered Retirement Planning Counselor (CRPC®) with CUSO Financial Services L.P. at DFCU Financial Partners, and partner of Jim Baker.
Jeanette helps create solutions to meet member’s financial goals, from wealth accumulation to retirement income strategies and wealth transfer. She enjoys learning about each person’s life story and the goals and dreams they have for their future and then tailors an investment plan for those goals.
Jeanette is a graduate of Michigan State University and has worked in the financial services industry since 1990. She holds her Series 6, 7, 63 & 65 FINRA licenses along with her State of Michigan life insurance license. Before partnering with Jim Baker, she spent the last 20 years specializing in retirement income planning as a consultant to Financial Advisors across Michigan.
When out of the office, Jeanette enjoys spending time in the stands at basketball, hockey & baseball games as she cheers on her sons and their teammates!
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