About Jennifer
Jennifer has over 25 years of experience in wealth management. She specializes in simplifying complex situations and has significant experience in trust and estate planning. Jennifer views wealth management holistically, tying together clients’ life goals and cash flow objectives with their investment and tax strategies. She serves as a resource for Focus Partners Wealth on tax- and non-tax-driven estate planning, assisting clients with lifetime transfer planning and charitable giving strategies. Jennifer finds the personal relationships she and her team develop with clients to be the most rewarding aspect of serving as a wealth advisor.
Most of Jennifer’s time outside the office is spent cheering on her teenage children in lacrosse, soccer, and dance. She and her husband enjoy hiking nearby trails with the family golden retrievers. Jennifer loves exercise (especially Pilates and yoga), reading, art, and traveling.
Jennifer has over 25 years of experience in wealth management. She specializes in simplifying complex situations and has significant experience in trust and estate planning. Jennifer views wealth management holistically, tying together clients’ life goals and cash flow objectives with their investment and tax strategies. She serves as a resource for Focus Partners Wealth on tax- and non-tax-driven estate planning, assisting clients with lifetime transfer planning and charitable giving strategies. Jennifer finds the personal relationships she and her team develop with clients to be the most rewarding aspect of serving as a wealth advisor.
Most of Jennifer’s time outside the office is spent cheering on her teenage children in lacrosse, soccer, and dance. She and her husband enjoy hiking nearby trails with the family golden retrievers. Jennifer loves exercise (especially Pilates and yoga), reading, art, and traveling.