Jennifer, a CERTIFIED FINANCIAL PLANNER™ practitioner since 2003, joined the firm in February 2007 with over 10 years of experience in the financial industry. She offers the highest level of service and standards with comprehensive, personalized, independent and customized financial planning and investment management services. She brings the knowledge, skill and organization to help you define, evaluate and address each of your financial goals. She dedicates herself to her clients while providing the specific tools to learn how to reach each financial goal.
In addition to the CFP® designation, Jennifer holds her life, accident, and health insurance license with the Commonwealth of Massachusetts, General Securities Representative (NASD Series 7) and Uniform Combined State Law Examination (NASD Series 66).
Jennifer is passionate about educating individuals about personal finance. She is an active volunteer with Junior Achievement in the Worcester School system. She has spent time teaching financial literacy to many youth classes in her school system and taught various adult education classes at BayPath on topics including kids & money, retirement planning, investing, and financial planning basics.
This year, she volunteered one day a week during the tax season through the IRS VITA (Volunteer Income Tax Assistance) to prepare tax returns for members of the National Guard. She continues to support these families with ongoing financial guidance and providing resources as needed through the MA Military Financial Readiness Program.
Jennifer graduated from University of Massachusetts at Amherst with a B.B.A. and a concentration in Finance. Jennifer is an active member of the Financial Planning Association of Massachusetts.
Outside of the office, Jennifer lives in Rutland with her husband and two children.
