Jennifer is a dedicated CERTIFIED FINANCIAL PLANNER® professional and holder of the Series 65 Uniform Investment Advisor license. Jennifer began her career in finance in 2012 and has found great fulfillment in this field. With a Bachelor of Music in Vocal Performance from Northern Arizona University, her transition from music to finance was a thrilling new adventure, one that she has quickly come to enjoy and appreciate.
Jennifer’s unique background in music gives her a creative edge in financial planning, allowing her to approach each client’s situation with both analytical precision and artistic insight. She takes pride in working closely with clients to develop customized strategies that align with their life goals. One of her greatest joys is hearing about the fulfilling experiences her clients enjoy as they embrace retirement.
Originally from Cincinnati, Ohio, and raised in Arizona, Jennifer is an enthusiastic supporter of the Ohio State Buckeyes and all local Arizona sports teams. In her free time, she immerses herself in her love for movies and musical theater, enjoys travel, snowboarding, and cherishes moments spent with her two nieces, friends, and family.
Jennifer is eager to help clients make the most of their financial futures. Whether it’s planning for retirement, managing investments, or getting finances in order, she is excited to partner with individuals to help achieve their financial dreams.