Wealth Manager, Principal
Jennifer works primarily with widowed and divorced women who are making financial decisions on their own for the first time. As a widow herself at age 43, Jennifer can uniquely connect with her clients and give them the financial tools and confidence they need to move forward.
What sparked your interest in financial planning? What fuels you every day in your work?
My father taught me to be responsible with my money going back to my high school days when I was a waitress. While in college, he encouraged me to fund an IRA and learn about investing. Over the years, my dad continued to mail me newspaper and magazine articles on financial planning topics with handwritten notes signed “Love Dad”. I still have several of them. It wasn’t until I started the CFP program in 1995, some 20 years later, that I realized what a major influence he had not only on educating my own personal financial journey but also in discovering and pursuing a career that I love.
What’s a particularly rewarding example of how you helped to create impact for a client?
Early in my career, I realized that I could have a profound impact by helping women — especially widowed women — find both confidence and peace of mind in making financial decisions that would affect their quality of life.
One of my widowed clients came to me about a year after her husband passed away because she was trying to understand her cash flow. She struggled with how much she could safely spend now that she was on her own. As a result, she spent very little. I spent several hours with her reviewing her sources of income and piecing together how to support her new lifestyle. After that meeting, I called her a couple of months later to check in, but she did not return my call for a week. She later apologized and said that she had been in Ireland visiting her son — something that she had been reluctant to do prior to her meeting with me. She thanked me for giving her the confidence to plan and take the trip.
Where did you grow up? Where do you live now?
I am definitely a New Jerseyan. I grew up in Sea Girt, New Jersey — a small town on the Jersey Shore where everyone knew each other and half of the residents only lived there during the summer.
Currently, I live in Chatham, New Jersey where I have made roots for 25 years. It is a small town, and yet no matter how far I travel from it, I always seem to meet people from Chatham.