With fourteen years of financial experience, Jennifer’s mission is to be a resource for women, who are committed to learn about finance and investing, making it possible for them to become more confident in their financial decision making and empowering them towards financial freedom. Jennifer works with women through a comprehensive wealth management system which aligns their values to their goals. The plan is customized, which in addition to investments, may include insurance, estate planning and lending strategies depending on the need of the client.

Well versed in the needs and concerns of business owners, Jennifer has a dedicated client base where she focuses on corporate financial needs such as corporate retirement plans, cash management strategies, lending, and business succession planning and employee education .She focuses on strategic planning with owners of small to mid sized businesses.

In the community, she is involved with scholastic programs at Severn School in Severna Park where she was a guest speaker at Career Day, as well at Roland Park Country School “Kaleidoscope” educational programs.

The National Ovarian Cancer Coalition has asked her to speak at their annual “Rejuvenate” held in Annapolis for 2005 through 2007. Jennifer is available to speak on financial topics to women’s groups as well as corporations upon request.