Jennifer Simes


Jennifer joined the firm in 2007 and is currently our Lead Planner and a CERTIFIED FINANCIAL PLANNER™ practitioner. Since 2003, she has spent her entire career dedicated to offering the highest level of service with comprehensive, personalized, independent, and customized financial planning. Her knowledge and skills help clients define and address each of their goals and applies the highest level of service and standards.


In addition to the CFP® designation, Jennifer is also certified in the Uniform Combined State Law Examination (FINRA Series 66).

Giving Back

Jennifer is passionate about educating individuals about personal finance and a supporter of bringing diversity to the profession. In the past, she has been an active volunteer with Junior Achievement in the Worcester School system and taught financial literacy to many youth classes in her school district. She volunteered during the tax season for a number of years through the IRS VITA (Volunteer Income Tax Assistance) program to prepare tax returns for members of the National Guard. Jennifer is currently a member of the United Way Women’s Initiative and participates as a mentor in the Dollar $cholar program mentoring middle-school girls. She is also a member of the CFP Board’s Women’s Initiative working to address the challenge of under-representation of women in the financial planner workforce.

Just for Fun

Outside the office, Jennifer enjoys spending time with family and friends especially in the outdoors and mastering new recipes with a creative flare. Jennifer is an avid walker and believes that regular exercise is good for the soul and spirit.