Now retired after more than 45 years in the financial industry, Jeanne Eisele has treasured the deep and durable relationships she has built with her clients. She dedicated her practice to evolving those connections from simply professional to, what she would describe as, "family." Jeanne specialized in asset preservation working alongside her clients' estate attorneys and CPAs to develop investment strategies via trusts, partnerships, guardianships, and insurance. Jeanne also managed the team's quarterly workshops and marketing activities. As co-founder of Anchor Financial and with affiliation to Raymond James, Jeanne believed that her firm could offer a positive alternative to the bureaucracy and proprietary products that unfortunately infiltrate many Wall Street firms. Before joining Raymond James in 2022, Jeanne was the First Vice President of Investments at UBS Financial Services, where she worked for 10 years. Before UBS, Jeanne serves as the First Vice President of Investments at Merrill Lynch. Active in the community, Jeanne serves on the board of the Schultz-Hill Foundation and Trustee of Principle Academy Charter School. Jeanne's family had a business in Atlantic City where she spent her summers in New Jersey and her winters in Florida. She still travels frequently between both states, calling both "home." Jeanne is a "foodie" and "wine buff." She currently is a member of the Chaine des Rotisseurs and Epicurean Society of Southern Jersey. In addition, Jeanne loves to travel and spend time with her husband, Tom. David R. Thierman is a life-long resident of Southern New Jersey, growing up in Margate, New Jersey and presently residing in Linwood, New Jersey. Mr. Thierman has a law degree from Rutgers University and a Masters in Tax Law from Temple University. He has been practicing estate, tax and nursing home law in South Jersey for over 30 years with his office at 551 New Road, Somers Point, NJ 08244. Mr. Thierman is licensed to practiced law in the States of New Jersey, Pennsylvania and Florida and has been a frequent lecturer on estate and tax law matters to professional and non-professional groups throughout the South Jersey area. Mr. Thierman is a co-host of the "It's Your Money Radio" hour which has been on the air in Southern New Jersey for over 20 years. David R. Thierman can be reached at (609) 653-6003.