Jennifer has been in the Financial Industry for two decades. Before becoming a Financial Advisor, she was a Regional Vice President at multiple firms - helping to educate Financial Advisors on ways to position certain products and strategies in their clients’ portfolios as well as helping them understand the value of the Private Equity market for clients looking to diversify. During this time, Jennifer worked with hundreds of Financial Advisors, giving her the ability to see some of the best practices within the industry, as well as some of the worst. It was this that motivated her to make a change in her career and become a Financial Advisor herself, incorporating many of those best practices she witnessed through the years.
As a Financial Advisor, Jennifer takes a very holistic approach offering many different services to help her clients through each stage of their life. She believes that a client’s financial plan should be as unique as they are – aligning not only with their financial goals but with their values, beliefs and what means the most to them as well. She is passionate about working with people of all walks of life but specializes in working with Entrepreneurs and Women – making sure considerations are taken that are specific to their needs.
Simply put – Jennifer’s passion is helping people reach their financial goals no matter what stage of life they’re in.
When not working, Jennifer and her husband, Dave, enjoy riding their ATV, boating, scuba diving, and traveling. Most of the time though, you’ll find them at home - spending time on their land, growing food in their greenhouse, collecting eggs from their chickens and playing in the creeks with their rescue dog, Miss B.