Jennifer has been in the financial industry for over 25 years. Her mission is to help her clients create a comprehensive personal financial plan that allow for current and future needs, based on the client's personal risk tolerances. Conservative by nature, she designs portfolios that are meant to reduce potential investment volatility and offer long term growth potential. She is a Certified Estate Planner and is versed in advanced estate planning strategies to help her clients in their legacy needs. A believer in financial education, Jennifer has offered her services to speak to various groups on important financial topics. She has been seen and heard on KSBY, KPRL, Paso Robles Magazine, Paso Robles Press, Templeton Roundup and more. She is active in the community and volunteers for various local charitable causes. She lives in Paso Robles with her husband, Ryan, and two sons.
To make an appointment or schedule Jennifer to speak at your group event, please contact her at 805-226-0445 x 301.