With over 25 years of experience in the financial services industry, Jennifer specializes in assisting clients with comprehensive wealth management, including retirement planning, wealth transfer, and investment management. She has built her business on a commitment to understanding and helping her clients succeed in their goals- to grow, preserve, and protect their wealth for their lifetime and for future generations.
Ensuring that your wealth continues to work in support of the goals that you have established takes careful planning. Jennifer strives to develop deep, ongoing relationships with her clients so that by understanding each client’s unique vision, she may develop personalized strategies to meet their goals with an approachable financial plan. As life circumstances shift, she provides faithful partnership that continues to support and guide to ensure that objectives are met. Jennifer is passionate about educating her clients to further empower them to be in control of their finances at every stage. She is fortunate to have a talented team to help support your goals. For more information about her team, please click here.
Jennifer holds her Series 7 and 65 licenses, as well as her insurance license.
As a native Arizonan, Jennifer is invested in the community. She has served many years on the board of Watershed Management and volunteered as a teacher for Junior Achievement of Arizona. Click here for more.
Outside of the office, she enjoys yoga, camping, and hiking through the surrounding Tucson mountains and playing with her grandkids.
*This information is intended for use only by residents of states in which I am licensed. Please see https://brokercheck.finra.org/ for a complete list of states.