About Jennifer
Jennifer connects clients, the support team, and advisors. Her primary responsibilities include helping develop and prepare financial plans and assisting with the client onboarding process.
Jennifer enjoys helping her clients achieve peace of mind knowing that their questions and concerns are being addressed. She appreciates working alongside her team of advisors to hear their clients’ concerns and actively working together to achieve the best outcome for their needs. She feels that wealth advisory and financial planning provide the ultimate advantage: they allow for the maximum use of your wealth.
A resident of the Pacific Northwest, Jennifer is married with three grown children and two grandsons. In her spare time, she loves to be outdoors with her family. They spend a lot of time hiking, and they also enjoy traveling. Hawaii is their favorite place to visit.
Education and Professional Milestones
-Joined Focus Partners Wealth through the firm’s 2020 merger with Confluence Wealth Management to form the Portland, Oregon, office
Jennifer connects clients, the support team, and advisors. Her primary responsibilities include helping develop and prepare financial plans and assisting with the client onboarding process.
Jennifer enjoys helping her clients achieve peace of mind knowing that their questions and concerns are being addressed. She appreciates working alongside her team of advisors to hear their clients’ concerns and actively working together to achieve the best outcome for their needs. She feels that wealth advisory and financial planning provide the ultimate advantage: they allow for the maximum use of your wealth.
A resident of the Pacific Northwest, Jennifer is married with three grown children and two grandsons. In her spare time, she loves to be outdoors with her family. They spend a lot of time hiking, and they also enjoy traveling. Hawaii is their favorite place to visit.
Education and Professional Milestones
-Joined Focus Partners Wealth through the firm’s 2020 merger with Confluence Wealth Management to form the Portland, Oregon, office