Jennifer serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With over 20 years of experience in the financial planning and investment industry, Jennifer offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Jennifer served as a Principal and Client Advisor at a national investment advisory firm.
Jennifer earned a Bachelor of Arts degree in International Economics and Finance from The Catholic University of America in Washington DC. She is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards as well as an Enrolled Agent (EA), the highest credential awarded by the Internal Revenue Service.
Jennifer enjoys traveling, reading, serving the community and her church, and spending time with her friends, family and German Shepard, Stella.