Have you ever been caught in the trap of thinking “next week things will slow down” only to find that “next week” never actually arrives? Running your own advisory firm has so many demands, from client meeting prep, to hiring great help, regulatory filings and
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.