Allowing someone into your financial world is deeply personal. It even can be overwhelming. Scary. Intimidating.
As a professional financial advisor since 2014, Jennifer fully understands this.
She believes it is essential for her to understand her clients. What is most important to them? What are they working towards? What do they wish and hope for?
All this needs to be understood before any financial investor makes suggestions with how you spend your money. You’ve worked hard for it.
Jennifer collaborates closely with her clients to figure out a personalized strategy for them - and their family.
Whether they are saving for education. Planning for retirement. Or protecting their estate. Jennifer helps her clients understand their risks and make wise decisions when investing their money. She helps people set goals so they can get to their financial destination - successfully.
Her passion for helping others started early in her career. While working at a credit union after high school, she saw diverse ways people could grow their money. She was intrigued by this.
That intrigue developed a deep desire to share these methods. Today, Jennifer adores helping people work toward financial goals. She has the heart of a teacher. She enjoys sharing her knowledge, knowing it can have a positive impact with many individuals.
One of her favorite things to do is talk to young people about money. She loves helping them understand how to get the most out of their money. Another area she is enthusiastic about is educating her clients about multiple investments options.
Jennifer considers her relationships with clients to be of utmost importance. Why? It allows her to understand their different and individual priorities. It warms her heart when she sees a client achieve the financial goals they have set up together.