General Info

Jennifer has been providing personal wealth management solutions to high-net worth clients since 1993. She works as an advocate for clients to develop, manage, and execute a tailored financial plan while educating each client along the way. She works with individuals and small business owners either planning for or living in retirement that are looking for their 401(k), 403(b), TSAâ??s and IRAâ??s to support their lifestyle. Jennifer develops a deep working relationship with clients and their tax and legal advisors to provide a financial plan encompassing current and future goals as well as the opportunity for wealth transfer.