About Jennifer
Jennifer supports a team of wealth advisors as they provide high-net-worth clients with financial planning, investment management, and tax planning services. Her passion for finance and helping people spurred her interest in pursuing a career in the wealth management industry.
Jennifer grew up in Vermont, where her mother is a financial advisor. Inspired by her mother’s career, she followed in her footsteps.
College and Professional Milestones
- American University – bachelor’s degrees in economics and criminology
- Has also held financial services roles for Bridgewater Wealth & Financial Management