Jennifer works in a supporting role to the Senior Wealth Managers. She has an insatiable thirst for knowledge and makes great efforts to help clients make the right financial decisions.
“I enjoy working with clients and seeing the appreciation on their faces when we help them solve issues they may not have considered before meeting with us."
Jennifer has a knack for financial modeling and utilizing technology to develop and implement comprehensive financial plans. She also enjoys helping clients better understand and optimize their social security benefits.
Jennifer enjoys giving back to the local community. She has participated in Habitat for Humanity, volunteered at animal shelters and soup kitchens and has been a part of the Volunteer Income Tax Assistance (VITA) program.
When not at the office, you will find Jennifer enjoying live music, hanging out with friends and family or attending a sporting event. She also has a deep passion for the game of soccer including watching, playing and coaching. Her dream is to attend the women’s 2019 FIFA World Cup in France.
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