With over 19 years experience in the financial services industry, Jennifer’s practice focuses on providing comprehensive wealth strategies to individuals, families and corporate clients. Jennifer believes in a holistic planning approach so that no matter where you are in life, her financial guidance reflects your priorities and specific circumstances. Jennifer chose LPL Financial, the nation’s largest independent broker/dealer*, to support her goal of preserving and growing her clients wealth and allowing her to make informed recommendations.
Jennifer recently became a SmartVestor Pro. SmartVestor Pros are financial advisors who follow Dave Ramsey’s philosophies and are carefully selected to be part of the SmartVestor Pro program. As a SmartVestor Pro, Jennifer is held to a high standard of excellence and is committed to educating her clients and helping them build wealth by investing for the long term.
Jennifer holds the professional designations of Accredited Investment Fiduciary® (AIF) and Professional Plan ConsultantTM (PPC). The AIF® designation signifies a thorough knowledge of and ability to apply fiduciary practices. AIF® designees have a reputation in the industry as being the best positioned to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures. The PPCTM designation signifies a commitment to the qualified plan industry by offering education excellence, a dedication to raising service standards, and a resource to help plan sponsors meet certain industry requirements.
Jennifer earned a Bachelor of Science degree in Business Administration from Christopher Newport University. Jennifer is active in the local community and is a Charter Member of the Rotary City Center Newport News Club where she received the Rotarian of the Year award for 2008/2009 and for 2012/2013. She served dual roles as Public Relations Chair and Programs Chair for four years and was President of The Rotary Club of Warwick @ City Center for 2017/2018. She serves on the Board of Directors for the Neighborhood Education Center and sponsors several children through World Vision, Compassion International and Food for the Hungry. She is also member of Waters Edge Church.
Jennifer resides in Yorktown, VA with her husband, Mike, and their two children.
*Based on total revenues as reported by Financial Planning magazine June 1996—2017.*