Jennifer is a Certified Financial Planner® (CFP®) specializing in developing a deep understanding of client needs and goals and developing a Financial Plan to meet those needs and maintain sound and disciplined financial solutions for them. She has had direct experience in the financial services industry for over 25 years.
Drawing on her past expertise in both investments and lending, she looks at the complete financial picture to develop customized and unique paths forward for her clients. She is dedicated to maintaining an ongoing and proactive relationship with her clients. In her spare time, she enjoys hiking, yoga, spending time with her teenage daughter and working on staying in shape to keep up with her.