Since transitioning from the public relations industry in 1999 to join the founding partners, Tony and Steve, Jennifer has become an integral leader in the firm’s growth and success. Her extensive tenure is defined by an ongoing passion for the financial industry and a commitment to continuous learning that directly supports the firm and its clients.

This ongoing education and her experience over the years have made her equipped to address the complex issues that truly matter to clients. Her philosophy of growth through education and a dedication to clients’ best interest makes her a trusted resource for both the firm’s founders and its clientele. She bridges the gap between financial mechanics and personalized, human-centered service.