The Vice President of the Financial Planning Division and is responsible for the preparation and implementation of the financial plans. Jennifer is the graduate of the University of New Orleans, where she studied mathematics with a concentration in economics. She earned her Certified Financial Planning (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc. as well as The Chartered Retirement Planning Counselor (CRPC®), and Chartered Retirement Plan Specialist (CRPS®) designations awarded by the College for Financial Planning. She began her career in the industry in 2003 and is dedicated to understanding the goals and dreams of each individual and thereby creating a customized plan as a roadmap to help achieve those goals.
Jennifer works with a local association by providing financial services education to its members, she is on the advisory board of the New Orleans Education League of the Construction Industry and is a member of the local Toastmasters Club. She is a native of New Orleans and has 3 children.