PRINCIPAL / FINANCIAL ADVISOR
Jen grew up in South Bend, Indiana and despite moving to Arizona in 1992 she continues to be a faithful fan of her hometown college football team, the Notre Dame Fighting Irish. Jen enjoys spending time with her family and visits Indiana as often as possible, especially in the summertime! She and her husband have 2 boys that keep her busy with sports and activities. They rescued 2 sibling Labrador Retrievers, a 10 year old brother and sister. Jen keeps fit with yoga, and likes to read and bake with her children every chance she gets.
After graduating from ASU Jen was a preschool and then kindergarten teacher. She joined the financial industry in 1999 and began working for Charles Schwab where she assisted clients via phone and email. After providing investment advice to clients for several years, she switched to the 401k side of the business performing operational functions. After her tenure at Schwab, Jen raised her kids for 7 years before re-entering the work force.
Currently, Jen is the Operations Manager for Wealth Management Solutions. It’s her job to make sure that all of the moving parts surrounding client interactions run smoothly. This ensures that each client has an amazing experience when working with WMS. She helps our team and clients with their daily account maintenance needs. Jen is responsible for the back office processing for all Wealth Management Solutions paperwork and communications. She thoroughly enjoys interacting with our clients, and is often heard saying “Just spoke with another super nice client”!
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