Jennifer Simes

About

Jennifer joined the firm in 2007 and is currently our 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.

Certifications

In addition to the CFP® designation, Jennifer holds her Life, Accident, and Health Insurance License with the Commonwealth of Massachusetts, General Securities Representative (FINRA Series 7), and Uniform Combined State Law Examination (FINRA Series 66).

Giving Back

Jennifer is passionate about educating individuals about personal finance. She has been an active volunteer with Junior Achievement in the Worcester School system and has taught financial literacy to many youth classes in her school system adult education classes at BayPath. Her teaching credits include topics: educating kids & money, retirement planning, investing, and financial planning basics. She has volunteered during the tax season through the IRS VITA (Volunteer Income Tax Assistance) to prepare tax returns for members of the National Guard. Jennifer continues to support military families with ongoing financial guidance and providing resources as needed through the MA Military Financial Readiness Program.

Just for Fun

Outside the office, Jennifer keeps very busy managing the sports activities of her two children and spends many weekends with her husband traveling to softball and baseball tournaments with the kids. Jenn is an avid walker and believes that regular exercise is good for the soul and spirit.