About

Jennifer received a BS in Accounting and Finance from Eastern University. She started her career as a Senior Tax Accountant for a public accounting firm in New Hampshire. After a decade in the accounting industry, Jennifer decided to shift her career to financial planning and wealth management. 

Jennifer’s top priority is taking care of her clients’ interests first and foremost. She engages in a holistic financial planning approach to ensure the financial needs of her clients are addressed as their goals and objects are her priority. With Jennifer’s considerable experience, education, and training, she is able to develop comprehensive financial strategies for her clients that often include distribution plans for retirement, investment management strategies, tax planning, as well as estate and risk management strategies.

Jennifer earned her CFP® designation in 2022. She holds her Series 7, 63, and 65 security registration through LPL Financial. She is registered in New Hampshire.

Jennifer grew up in the Lakes Region and continues to live there with her family. When she is not at work you will find her spending time with her husband, Matt, and beloved dog, Oakley. In the summer months you will find her in her garden, hiking, or on the lake. In the winter she enjoys skiing or curled up with a novel.