As a member of Generation X, Jennifer identifies with the financial challenges they are facing. Experiencing the drastic swings of the financial markets over the last 20 years, her mission is to work with her clients to put a financial plan in place for them that supports them in achieving their goals and dreams yet helps them keep their feet solidly on the ground.

Most of us have or are likely to have parents that were unprepared for retirement by not having enough set aside to fully retire or will run out of funds prematurely because their assets were not protected from drastic dips in the market at a time when their risk tolerance was the lowest. Gen Xers are often raising children while working in demanding careers and assisting their parents in some way. Jennifer understands these competing financial demands and specializes in integrating each individual's needs into a tailored financial plan for them by focusing on all of the important aspects of their financial life: Cash Flow & Budgeting, Insurance Planning, Estate Planning, Tax Planning, Retirement Planning and Investments.