Jennifer's wealth management work is driven by her desire to help her clients achieve their financial goals. These goals typically include ensuring a comfortable retirement, helping their children through school, strategic tax planning to optimize what they keep of what they make, and instilling a sense of financial stability and confidence. Jennifer works with clients at various stages of life with a commitment to building, protecting and preserving wealth throughout their lifetime.
Honoring that commitment is the cornerstone of Jennifer's practice and just one of the reason she values the fulfilling, long-term relationships she has developed with her clients. She takes a holistic approach to financial planning, crafting an individual spending and action plan to meet each client's unique needs in all aspects of their financial life. Her investment management strategy leverages LPL Financial's extensive resources to create an optimized product portfolio for each client, and regularly monitors the accounts to keep up with changes in the client’s life.
Jennifer's mission is to always act in her clients' best interests, deliver sound investment advice and the best possible service, and strive to make a positive difference in the lives of her clients and her community. Her education and qualifications include:
- Certified Financial Planner™ Certification
- Series 7 and 66 registrations held at LPL Financial
- Michigan Life, Variable Life, and Annuities licensed
- Bachelor of Science degree from Michigan State University
In her spare time, Jennifer enjoys spending time with her husband, Jeremy, and showing, competing, and just hanging out with their Boxer dogs. See if you can spot the dogs' artwork when you visit her office!