Jeannie Samdani, MA Econ., CMFC

Jeannie Samdani, MA Econ., CMFC

Financial Planner

Jeannie joined Wealthline in April of 2024.  Previous to this she spent 9 years as a financial advisor with another local firm.  Jeannie was born in 1958.  She graduated from Grinnell in 1978 and has a 1981 MA in Economics from the University of Illinois.  Jeannie has 30 years of legal and financial experience, including stints as a paralegal, business broker, insurance agent, and stock market regulator.  She now works as an LPL financial planner, assisting Tom Smith.  She has been helping people with Medicare insurance since 2008.  

In her free time, Jeannie enjoys visiting friends, her 3 children, and her 5 grandchildren!  She is a member of the Sierra Club and Wild Ones, which is an organization for native plant enthusiasts.  She greatly enjoys tending to her own native garden, at her home in downtown Charlestown, Indiana.  She is working on her Spanish, enjoys her Telenovelas, and hopes to visit Mexico, Puerto Rico and Costa Rica.