Jennifer is our client service manager. She is the driving force behind administering our clients’ written financial plans and is a dedicated contact for all things service related. She works closely with our advisors and clients and manages the preparation, implementation, and presentation of their written financial plans.
She has worked as an executive assistant in a variety of fields, including hospitality, aerospace, and financial services. She has been in the insurance and investment industry since 2009 and prides herself on her proactive approach and ability to anticipate issues before they arise.
In her personal time, you can find Jen at a local beach, walking trail, or neighborhood coffee shop enjoying what this great community has to offer. She will usually have her daughter, Emily, attached to her hip and her husband Dave by her side as they navigate parenthood.