Jennifer’s focus is on providing individualized portfolio management services to our clients. She specializes in estate and trust administration, and brings a wealth of experience and knowledge in assisting clients with complex financial issues. She has earned her series 7 and 63 license. She is currently working on her Estate and Trust Specialist certification.
Jennifer has been with the team from the start and has an excellent rapport with our clients.
Jennifer and her husband, Vern, live in Central and have a daughter, Emma (9). On the weekends Jennifer and Vern both work in the rodeo circuit, and Emma competes in junior rodeo events. They enjoy the opportunity to be together as a family while traveling to and working at rodeos.
Education, Credentials & Special Training:
- FINRA Licenses: Series 7 and 63