Independence Day is just around the corner, and as we celebrate the freedom that our country enjoys, we must bear in mind there are many regulations our industry is beholden to, including the Department of Labor’s adopted new regulations and the Prohibited Transaction Exemption 2020-02
Jennifer has been in the wealth management industry for over 35 years, with a primary focus in managing financial services for high net worth individuals. Activities included extensive consultation and support to the investment advisors and their clients through the utilization of a full balance sheet and financial planning approach. Identification and deployment of services, ranging from banking and customized lending, investment management and insurance, and detailed estate and tax planning.
Jennifer has a very strong trust background and has become a liaison for third-party fiduciary trust services across the country. Enabling investment advisors and their clients to maintain investment advisor consistency, while providing beneficial tax situs, creditor protection, and legacy planning if required.
Jennifer’s strength is relationship management. Providing services and solutions to the advisor, while ensuring prompt responsiveness to inquiries.