Who We Are
Jennifer earned her BS in Accounting and Finance from Eastern University, where she honed her love for numbers and spreadsheets (yes, I'm one of those people). I began my career as a Senior Tax Accountant at a public accounting firm in New Hampshire, crunching numbers and tight deadlines with precision and grace. After spending a decade navigating the demands of tax season, I decided to shift my focus to the broader field of financial planning and wealth management.
As a Certified Financial Planner®, my mission is simple but impactful—I put my clients’ interests front and center. My holistic approach ensures every financial plan addresses my clients’ needs, goals, and objectives. I believe that all financial dreams deserve more than just a “one size fits all” approach. Whether it’s crafting a retirement distribution plan, fine-tuning an investment strategy, tackling tax planning, or navigating estate and risk management, I have the tools and expertise to make it happen.
A proud Lakes Region native, I still call the area home, sharing it with my husband, Matt, and our loyal (and slightly spoiled) dog, Oakley. When I'm not working, you’ll find me cultivating my green thumb in the garden, hiking scenic trails, or soaking up the sun on the lake during the summer. When winter rolls in, I swap my hiking boots for ski boots—or curl up with a good novel and a hot cup of tea.
