Meet the Experts Behind Your Success

Jennifer is a Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®) with nearly two decades of wealth management experience, most recently expanding her expertise with a Certificate in ESG Investing from the CFA Institute. She is committed to developing wealth strategies for her clients that support both their financial goals and personal values.

Beyond financial planning, she works closely with families and retirees on tax and estate efficiencies, trust and beneficiary structuring, and retirement income strategies – helping clients turn their investments into a plan that supports the people and causes they care about most.

Jennifer’s commitment to financial literacy extends beyond her client work. She contributes financial wellness content to global companies through CARAVAN Wellness, helping employees around the world build stronger financial foundations.

She holds a B.S. in Finance from George Mason University, where she graduated magna cum laude, and completed her CIMA® coursework through The Wharton School at the University of Pennsylvania.

Jennifer previously served on the Associate Board for Surge for Water, a Chicago-based nonprofit providing safe water, sanitation, and hygiene access to communities in Uganda, Haiti, the Philippines, and the Dominican Republic. She currently lives in the NYC metro area with her dog, Pierre, and enjoys traveling, yoga, and discovering new restaurants.