She was a Regional Channel Manager at ADP Retirement Services. Jennifer began her career at Nuveen Investments covering New York City and Long Island. Jennifer is currently a Wealth Advisor who is responsible for maintaining existing client relationships and working on developing new clients. She believes in starting with a financial plan as a foundation to help navigate through the many stages of life. Prior to becoming a Wealth Advisor, Jennifer was a Client Relationship Manager for the team where she focused on client communications and marketing.
Jennifer holds a B.A. from Franklin and Marshall College and an M.A. from The University of Maryland, College Park. She has also earned her Certified Investment Management Analyst® and Chartered Retirement Planning Counselor® designations. She holds the Series 7, 63, and 65 securities registrations. Jennifer and her husband reside in Villanova with their daughter, son, and their Cavador, Sadie. In her free time she enjoys exploring new places with family and friends, cooking, art galleries, and volunteering.