Jennifer has been in the financial services industry since 2011. Since joining TruWealth Financial in 2015, her main priority has been comprehensive financial planning. This approach entails wealth preservation, wealth enhancement, wealth transfer and charitable giving. She assists clients in understanding their entire financial picture, identifying and organizing all moving parts, and then executing an action plan towards the realization of their goals and dreams.
Jennifer earned her CFP ® designation in 2014 and, as such, she has committed herself to furthering her industry knowledge and bettering herself for the benefit of clients. She has her Master in Business Administration (MBA) and holds her Series 6 (Investment Company and Variable Contracts Representative), 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), and 65 (Uniform Registered Investment Adviser Law) securities licenses. Jennifer enjoys traveling with her husband, Brad, their golden retriever, Alexander, running and reading. Jennifer is also active in the Rotary Club of Williston.