Jennifer serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans. She focuses on acknowledging their specific goals and most complex financial needs, practicing in the areas of retirement, investment, tax, estate and charitable planning, and risk management. Jennifer uses a customized approach to foster a thorough understanding of each client’s circumstances and aims to provide a very detailed plan to help achieve those goals together.
Jennifer previously worked as a Senior Financial Consultant for one of the major national financial services companies where her primary roles included client financial education and investment guidance. She has always emphasized strong communication within her client relationships, fostering in-depth discussions on the complexities of investing and financial planning for high net-worth individuals, families and business owners.
Jennifer earned her bachelor’s degree from the University of Arizona and was a swimmer throughout her college career. She currently resides in the Chicagoland area, where she enjoys kickboxing and artistic endeavors, along with spending quality time with her family and friends.