Jen is a Fiduciary Advisor with almost two decades of experience helping clients achieve their financial goals. Jen has a genuine passion for helping clients through the financial planning process; especially helping them achieve and sustain retirement. The bulk of her career has been spent doing just that; helping smart, hard-working people retire. The greatest reward she finds in her work is nurturing relationships such that clients’ extended family members often come to her for help as well. She believes money is a path to help people live the life of their dreams, and she is driven by being able to help clients with this through the process of financial planning. Inherently, in developing relationships with families as a trusted advisor, she has worked with many of them while passing wealth to the next generation.
Jen holds dual bachelor’s degrees from California State University, San Bernardino, in Psychology and Human Development.
Jen has been happily married for 16 years to her husband David, a software developer and veteran of the US Army. Together, they have two young daughters who enjoy learning, art and adventure. Both of her girls have participated in soccer, gymnastics, taekwondo, swimming, and “fun run,” 5k races. Jen is an avid distance runner and enjoys participating in marathons and 50k trail running races.
Favorite Food
Nachos
Favorite Hobbies
Running
Quote
“We don’t have to be smarter than the rest; we have to be more disciplined than the rest.”~ Warren Buffett
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