About Jen
Jen has two decades of experience in the investment advisory industry, providing portfolio management and financial advice. Prior to joining Focus Partners Wealth, Jen served as a Senior Associate Advisor at Adero Partners since 2021.
Jen began her career at a boutique financial planning firm in Corte Madera. There, she was Manager of Client Services and expanded her responsibilities to Financial Planner. In 2011, Jen joined a nationally recognized asset management firm, where she provided service and expertise in investment advising, business operations, compliance, and research consulting.
Education and Professional Milestones
- Sonoma State University – Bachelor’s Degree in Sociology
Jen has two decades of experience in the investment advisory industry, providing portfolio management and financial advice. Prior to joining Focus Partners Wealth, Jen served as a Senior Associate Advisor at Adero Partners since 2021.
Jen began her career at a boutique financial planning firm in Corte Madera. There, she was Manager of Client Services and expanded her responsibilities to Financial Planner. In 2011, Jen joined a nationally recognized asset management firm, where she provided service and expertise in investment advising, business operations, compliance, and research consulting.
Education and Professional Milestones
- Sonoma State University – Bachelor’s Degree in Sociology