Key experience: With almost 20 years of providing end-to-end operational support in the financial services industry, Jennifer takes the lead in design and implementation of the advisory services day-to-day back office. Her oversight of the systems, workflows, and procedures play an intrinsic role in making certain that the firm is meeting its financial and service commitments to 4Wealth® Advisor’s clients and team members.
Key message to clients: “Our goal is to make it easy for you to do business with 4Wealth® Advisors.”
Hobbies: Six years ago, Jennifer got a new and rewarding job—being a grandmother. She enjoys every minute of being with her now six-year-old grandson, Holden. “A child’s potential makes you appreciate the impact you can have on their little personalities and to quote David Suzuki, “having the joy to see the world through the eyes of a child again.””
Jennifer can be reached at:
firstname.lastname@example.org and at 708‐695‐5838
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