Jennifer serves as a Partner and Private 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.
Jennifer brings 20 years of experience in the financial services industry to her clients. Prior to joining Creative Planning, Jennifer was a Principal Wealth Advisor with an independent wealth management firm in Atlanta where she provided individuals and multi-generational families with a comprehensive financial planning experience. She also previously worked in the Personal Financial Services group at PricewaterhouseCoopers, where she worked with high net worth individuals, corporate executives, and families on their tax compliance and planning strategies.
Jennifer earned both a Bachelor in Business Administration and a Master of Accountancy with a concentration in Taxation from the University of Georgia. She is a Certified Public Account (CPA), a CERTIFIED FINANCIAL PLANNER™ (CFP) professional as designated by the Certified Financial Planner Board of Standards, and a Personal Financial Specialist (PFS) as designated by the American Institute of Certified Public Accountants (AICPA).
Jennifer is a member of the AICPA – Personal Financial Planning Section. The AICPA awarded Jennifer its Personal Financial Planning Standing Ovation award at the 2017 AICPA ENGAGE conference for her contributions to the field.
Jennifer and her husband Steve enjoy traveling, biking, hiking, and serving in their community and church. Jennifer and Steve are actively involved at North Point Community Church in Alpharetta and passionate supporters of Children’s Healthcare of Atlanta. They welcomed their son, Brooks, in May 2020, right in the middle of a global pandemic!
*See all Creative Planning disclosures and sources.