With over a decade in the financial services industry, Jennifer has built her career—and reputation—on the art of making people feel genuinely cared for. She’s the kind of person who remembers the little things, anticipates the next step, and makes even the most complex processes feel effortless.

As our Client Services Coordinator, Jennifer is the calm in the storm, the detail-wrangler, and the trusted point of contact our clients know they can count on. Her motivation? Building trust, creating ease, and making every interaction feel personal. It’s not just what she does—it’s who she is.

Outside the office, Jennifer finds balance in the simple joys: early morning walks, lakeside weekends, and time well spent with family and friends. She believes that being grounded and present is the key to doing great work—and it shows in everything she does.