Jean Pell


Since 2014, Jean has managed the production of our Medical Benefits Plan Management Scorecards, working with third party administrators, pharmacy benefits managers and clients to obtain and report on key financial and non-financial performance measures on a monthly basis. She is also responsible for the firm’s accounting and bookkeeping functions and assists with Dependent Eligibility Audits.

Jean previously worked in the financial services industry in Chicago, New York and Cleveland where responsibilities included sales of money market and fixed income products to institutional investors in the state government, commercial banking, and corporate sectors.

• Attended Cleveland State University

Jean has served the community in numerous volunteer positions, including president of the Bay Rockets Association, and as a deacon at her church. She currently serves on the board of the Bay Historical Society. In her spare time, she enjoys traveling with her family and caring for her grandpets.


Main Office
24651 Center Ridge Rd, Suite 110
Westlake, Ohio 44145

Phone: 440.892.2600
Fax: 440.892.8920

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