Education

• Babson College, Wellesley, Massachusetts, BS Finance, 1981
• Babson College, Wellesley, Massachusetts, MBA, 1983
• Stonier Graduate School of Banking, 1989
• Certified Financial PlannerT professional, also known as CFP®, College for Financial Planning ,1989
• Basic Divorce Mediation, 40 hours, 1995
• Institute for Divorce Financial Analyst (CDFA), 1997
• Financial Divorce Association, Financial Divorce Specialist (FDS), 2005
• National Association of Personal Financial Advisors Conferences, 1995 to present

Work Experience

• Milne Financial Planning, Inc., 3/2000 to present
• Milne Financial Planning, 1/1996 to 3/2000
• Faye Kathryn Doria/Financial Guidance Associates, Inc., 1/1996 to 3/2000
• Community College of Vermont, Fall 1996 to present
  • Instructor: Introduction to Business, Small Business Management, Marketing and Financial Management
• Vermont Small Business Development Corporation, 2002 to present
  • Instructor:  Pre-Business Workshops
  • Instructor:  Fast Trac, Venture Planning, 2003
• Mass Mutual and John Hancock, Agent, 2/1993 to 12/1995
• Searching for job opportunities and contracted with Systematics, Inc. 5/1992 to 1/1993
• Banking 1/1981 to 5/1992  
  • Treasurer, Granite Bank, Barre, VT; Board of Directors, Granite Bank, Barre, VT; Small Business Lender, Howard Bank, Burlington, VT; Systems Conversion Director, Banknorth Group, Inc. Burlington, VT

Memberships and Licenses

• National Association of Personal Financial Advisors (NAPFA):
  • Member 1996-present
  • National Board Member, 9/2002-8/2005
  • Treasurer, 9/2003-8/2004
  • Board Chairman, 9/2004-8/2005
  • Northeast/Mid-Atlantic Regional Director NAPFA, 5/1999-5/2002
  • Chair Northeast/Mid-Atlantic Regional Conference, Burlington, VT 2001
• NAPFA Consumer Education Foundation, Vice-President 9/2005-8/2008
• Financial Planning Association (formerly IAFP and ICFP), 1993-present
• Barre Rotary:
  • Member 1997-2007
  • President, 2001-2002
  • Rotarian of the Year, 7/1998-6/1999
  • Secretary, 2002-present
• Saint Johnsbury Rotary:
  • Member 2007-present

 

Jessica Riner, Client Services

Jessica offers a wide range of expertise to clients. After graduating with a Master's Degree in Educational Technology, Jessica spent six years traveling the country giving small business seminars on internet marketing and electronic business practices.

With over eleven years of business management experience she is a valuable addition to Milne Financial Planning. She is in charge of establishing and transferring accounts, preparing monthly billing, and keeping all client accounts and transactions running smoothly and running productively. She is practiced in the precision and detail needed to meet clients' needs.