Jennifer started as an elementary teacher out of college & although she loved teaching, she moved into the Financial Services industry in 2003. In 2013, she made the best move in her career by joining Strategies for Wealth. Jennifer has the privilege of working with the very best General Agents, Advisors, & Team Members.
During her 15 years in the Financial Services industry, Jennifer has worn many hats as an Assistant to Advisors, as an Advisor, & as an Associate in the Compliance/Operations Department. She sees the picture from all sides which helps her excel in her current role. Jennifer's goal is creating the highest-level experience for Advisors, Team & clients. Utilizing her background & skills as a teacher, she provides guidance & training to ensure the department operates at maximum efficiency. Technology is ever advancing, making business convenient to conduct. Jennifer keeps our agency informed of the continued development of the technology tools & applications available to make account opening & subsequent transactions quicker & easier.
Jennifer holds the FINRA Series 7 and 63 registrations and holds insurance licenses in New York. She is a graduate of Siena College and is originally from New Jersey but currently lives in Verplanck, NY with her son.