Connect with Jennifer

Education:

Jennifer holds a Bachelor of Science from the University of Colorado at Denver and earned her CFP® credential at the College for Financial Planning, Inc.

Meet Jennifer

With over 11 years of experience in financial planning and investment management, Jennifer brings a thoughtful, client-centered approach to every financial journey. She’s skilled in every area of financial planning, from portfolio management to estate planning, and tailors strategies that support her clients’ goals—whether they’re building wealth, planning for retirement, or managing high-net-worth investments.

Jennifer holds the Certified Financial Planner (CFP®) designation, along with Series 7, 63, 65, and Life and Health Insurance licenses, which means you can count on her expertise across all areas of finance. She’s passionate about empowering clients through education, setting clear expectations, and helping them feel confident about their financial futures. Jennifer also works closely with her clients’ other trusted professionals to provide a comprehensive approach that includes tax planning, investment advice, and estate strategy.

Three years ago, Jennifer and her family made the move from Phoenix, Arizona to Edmond, Oklahoma. A nature enthusiast, she’s on her way to becoming a master gardener while enjoying life on their one-acre sanctuary with their two dogs. Jennifer is also deeply committed to her community, volunteering at Project66 and supporting education through the Oklahoma City Charitable Foundation.

When it comes to both her personal and professional life, Jennifer is guided by strong values and a sense of connection. Her husband’s work in the natural food industry aligns with their shared passion for sustainability, and weekends spent working together in the yard are a true joy.

The combination of Jennifer’s expertise, genuine care, and dedication to her clients’ success makes her financial consultancy an invaluable resource for those seeking clear, personalized advice.