Take a walk with Jennifer. Better yet, take a hike. The conversation will probably touch on the fact that she loves helping people — especially with their finances and investments. She’ll also tell you that she loves hiking in nature and connecting with people.
Her favorite clients are disciplined and financially prudent, because they understand that we're in it for the long haul. Just like a long hike with the groups she’s passionate about leading — Hikers for Christ and Soul Sisters of the MST (Mountains-to-Sea Trail). “I want people to benefit from talking with me,” she says, “whether it’s with their investments or their lives.”
Education & Experience
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- Rider University – Bachelor of Science in Business Administration & Finance
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- A.G. Edwards & Sons, Wachovia Securities, Wells Fargo Advisors – January 1995 to November 2019
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- Chartered Retirement Planning Counselor® – College for Financial Planning
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- CERTIFIED FINANCIAL PLANNER™ as of 2014 - Meeting stringent requirements in:
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- Education - completing a comprehensive financial planning curriculum approved by the CFP® Board
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- Examination - passing a comprehensive two-day, 10-hour certification financial planning examination
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- Experience - having a minimum of three years of financial industry experience
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- Ethics - agreeing to always abide by the strict CFP® Board’s Code of Ethics and Professional Responsibility
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- Applicable securities registrations and insurance licenses
- Certified Private Wealth Advisor® – 2021, Investments & Wealth Institute and through the University of Chicago.
How can we help?
Why not schedule a complimentary introductory meeting? We’ll walk you through our fee structure, our unique planning process and a sample plan.