With over 20 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/dealer1, to support her goal of preserving and growing her clients wealth and allowing her to make informed recommendations.
Jennifer has been recognized as a Director’s Club member since 2011, ranking her among the top 20%2 advisors at LPL Financial. In addition, she has been awarded both the professional Accredited Investment Fiduciary® (AIF) and the Professional Plan ConsultantTM (PPC) designations. 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 currently serves on the Board of Directors for Thrive Peninsula and The Neighborhood Education Center and serves as a Trustee/Secretary for The Warwick Rotary Foundation. She also served as President of the Rotary Club of Warwick @ City Center in 2018/2019 where she received the Outstanding President and Governor’s Circle awards from Rotary District 7600. In addition, she was 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 and served dual roles as Public Relations Chair and Programs Chair for four years. She 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
1Based on total revenues as reported by Financial Planning magazine June 1996—2019.
2 Honor is awarded to less than 20% of LPL advisors. Achievement based on annual production among LPL Advisors only.