Jeanann Forde

Education: Bachelor of Science from Purdue University’s Restaurant and Hotel Institute 

Jeanann joined the team in May 2026 when Flaharty Asset Management became Modern Wealth Management. She brought 27-plus years of experience in financial planning and client services upon joining Modern Wealth. Jeanann is deeply committed to helping individuals and families navigate important financial decisions with confidence and care. Known for her detail-oriented and client-first approach, Jeanann takes pride in providing thoughtful guidance and building lasting relationships.  

She has been a licensed Florida insurance professional for over 25 years. Jeanann focuses primarily on delivering comprehensive insurance solutions to support clients at every stage of life. She works closely with clients to navigate Medicare, as well as individual and group health insurance options. Jean prepares life, long-term care, and disability insurance quotes and applications, ensuring each solution aligns with her clients’ unique needs. She also reviews existing annuity contracts to identify opportunities to reduce fees, enhance benefits, and develop more effective income strategies for retirement. 

Throughout her career, Jeanann has worked with respected firms including Ameriprise, LPL Financial, and Prudential, gaining extensive experience in both client service and insurance solutions. She prides herself on building lasting relationships and truly understanding her clients’ lives, often remembering the personal details that matter most and following up in meaningful ways. 

Outside of work, Jeanann is a proud mother and family-oriented individual. She raised her daughter, Kayla, as a single mom and shares a close bond with her stepdaughter, Tasha, and niece, Ashley, all of whom she deeply admires. Her faith, family, and the opportunity to make a difference in others’ lives are at the center of everything she does. 

In her free time, Jeanann enjoys staying active through workouts and biking, attending concerts, and spending quality time with friends. She is also passionate about giving back, supporting causes such as Samaritan’s Purse, World Vision (where she sponsors a child in Bangladesh), local churches, St. Jude Children’s Research Hospital, and outreach efforts providing essentials to those experiencing homelessness. 

Jeanann’s greatest fulfillment comes from helping others, whether that’s guiding a client toward homeownership, protecting a family’s future, or simply being someone her clients can rely on. She lives in Oldsmar with her daughter, Kayla. Jeanann enjoys attending Harborside Christian Church, volunteering with the 2-year-olds at Harborside, and being active in her singles group. Some of her other interests include riding bikes, attending concerts, babysitting, and spending time with friends and family.