Jennifer serves as a Private Wealth Manager, working directly with her clients to develop and implement comprehensive financial plans to address their specific goals and most complex financial needs. Jennifer practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning. Jennifer’s approach focuses on a thorough understanding of her client’s circumstances in order to provide a truly customized plan to help achieve their goals.
Jennifer brings more than 15 years of financial planning and investment management experience in the financial services industry. Prior to joining Creative Planning, Jennifer worked as an Associate Financial Planner at an independent wealth management firm in Dallas, TX where she provided planning and investment advice to families and individuals.
Jennifer earned her bachelor’s and master’s degrees in Personal Financial Planning from Texas Tech University. She is a CERTIFIED FINANCIAL PLANNERTM professional as designated by the Certified Financial Planner Board of Standards.
Outside of the office, Jennifer enjoys traveling, playing board games, and being active with her husband, James. She also enjoys spending time with her family and friends, playing co-rec softball, and supporting her
Texas Tech Red Raiders. To learn a fun fact about Jennifer, ask her why she retired from acting in the 7th grade.
*See all Creative Planning disclosures and sources.