About Jennifer
Jenn provides comprehensive operational support to clients, including transferring assets, maintaining accounts, and handling client paperwork. She also serves as a liaison between the client and the custodian. What she finds most rewarding is getting to know each client’s financial and retirement needs on a daily basis. Jenn is energized knowing that each day is different and being part of a team, all working together with one goal: helping clients achieve their goals.
Jenn is a military spouse and mother to two young children, two dogs, and a cat. She enjoys traveling with her husband, as well as finding time for a girls’ trip when possible. She unwinds with a good book or trending Netflix show and a glass of wine. The beach is her family’s backyard, so she also enjoys taking walks to the water.
Education and Professional Milestones
- Has also held roles as a financial representative at Northwestern Mutual, as a client coordinator in a veterinary emergency and specialty practice, and as a marketing and administrative intern for a Keller Williams real estate group
Jenn provides comprehensive operational support to clients, including transferring assets, maintaining accounts, and handling client paperwork. She also serves as a liaison between the client and the custodian. What she finds most rewarding is getting to know each client’s financial and retirement needs on a daily basis. Jenn is energized knowing that each day is different and being part of a team, all working together with one goal: helping clients achieve their goals.
Jenn is a military spouse and mother to two young children, two dogs, and a cat. She enjoys traveling with her husband, as well as finding time for a girls’ trip when possible. She unwinds with a good book or trending Netflix show and a glass of wine. The beach is her family’s backyard, so she also enjoys taking walks to the water.
Education and Professional Milestones
- Has also held roles as a financial representative at Northwestern Mutual, as a client coordinator in a veterinary emergency and specialty practice, and as a marketing and administrative intern for a Keller Williams real estate group