Client Relations Specialist
Jennifer comes to us with 16 years of management experience specializing in customer service, operations, and team development. Her passion for helping others propels her to strive for excellence in everything she does. Jennifer applies her knowledge and skills she has developed over the years to provide a top-notch customer service experience through her positive mindset, communication skills, friendliness, compassion and accountability. She is eager to expand her knowledge in the world of investments while serving others and building new relationships.
Outside of the office Jennifer loves spending time with her husband, Lewis, and their 3 children, Zachary, Paul, and Abby. When she’s not listening to her boys play trumpet or cheering her daughter on at a dance competition, she loves to study health, fitness, and personal development along with participating in running 5k’s, obstacle course races, and soaking up the sunshine outdoors!