Wealth Manager and Investment Adviser Representative
Our senior advisor, Jennifer, has been registered since 2008 and helping clients on the front lines of their financial strategies since the beginning of 2009. She is thorough in gathering pertinent details to obtain an intricate understanding of her clients and prospective clients' goals and objectives while listening intently on what's important to each individual's or couple's unique situation.
Jenny is approachable, friendly, patient and an excellent listener. She enjoys brainstorming solutions with clients and prides herself on providing education to people before they make decisions on how to proceed with their planning. Like her business partner Emmanuil, she loves to go over a pros/cons list for each option available to clients so they can feel confident that they have weighed out all viable possibilities and landed on the one that suits them the best. There's no such thing as a perfect solution or decision, though each decision ought to be the best possible fit for the current situation.
The celebration of milestones such as a long-awaited retirement or a decade of working together are some of the more rewarding moments Jenny has with her clients. She has a way of remembering what someone initially told her was important to them on their very first meeting together. Beyond sharing her expertise and knowledge on how to accumulate or distribute assets she reminds clients how far they have come, how much they have saved and how important decisions can be in helping them accomplish their financial goals, especially goals centered around retirement. Jenny's positivity and upbeat outlook while helping clients enables them feel comfortable and cared for during each interaction. She often reminds clients that they matter to her and jokes that she likely will not be retiring before them which helps them feel at ease in working with someone younger than them.
One of the ways Jennifer connects with people is through social gatherings. She enjoys sharing meals with clients and prospective clients to hear about what they are looking for, what's going on in their lives, and to chat about how inevitable life changes impact someone's financial strategy.
Though she started her practice in the Phoenix area Jenny grew up in Massachusetts and was blessed with an opportunity to work there for a year between 2022 and 2023. She is licensed in 21 states and currently resides in the Phoenix area where she has enjoyed and seen the benefits of being in person with the majority of her clientele again. When she is not working on the front lines with her clients she is spending time with her 12 and 10 year old daughters Hope and Belle, and her son, baby Joey.
