Jenn works closely with clients and their families to develop financial plans in line with their personal goals and objectives. She is passionate about providing customized solutions to help them meet their individual goals for retirement, investment, estate, philanthropic, income tax and insurance planning. In addition, Jenn works closely with the firm’s Investment Strategy Group to identify investment strategies and unique opportunities to be considered in clients’ portfolios.
She is also a member of the Wealth Planning team, where she works on financial planning strategies and processes that are utilized throughout the firm and client base.
In Jenn’s secondary role as Director of Practice Management, she coordinates with all the firm’s groups to oversee systems, financial billing and processes that allow team members to serve clients more efficiently.
She enjoys learning and staying current with the industry so she can provide clients with the most up-to-date information and planning techniques for their unique situations.