Jennifer Koenig, CPFA® NSSA®
Wealth Manager, Investment Adviser Representative
Located in Phoenix, Arizona (Formerly Shrewsbury, MA)
Jennifer has been helping clients since early 2009. In her years of experience, she has worked on the front lines with clients to help them craft and manage their financial strategies. Clients become long-time friends and like family to Jennifer. She loves to hear details about their children, grandchildren and enjoys following up on families reaching their financial goals. Each year she celebrates more decade-long anniversaries with clients. She has been described as an excellent listener, patient, eager to help and resourceful by clients and prospective clients.
Feel free to call or text her directly at 978-307-8418.