Jennifer joined the firm in August 2021, bringing with her a strong foundation in corporate finance and a genuine passion for helping clients achieve financial clarity and confidence. She earned her degree in Finance and Business Administration from John Carroll University in 2018, where she developed a solid analytical and strategic skill set that continues to inform her work today.
Before joining the firm, Jennifer spent more than three years as a Treasury Analyst with Howmet Aerospace Inc. and Arconic Corporation in Pittsburgh. In this role, she gained extensive experience in cash management, accounts receivable securitization, and corporate pension planning—working within complex financial environments that demanded precision, collaboration, and strategic insight.
Driven by a desire to make a more personal impact and deepen her involvement in client-focused financial planning, Jennifer transitioned from the corporate world to join the family business. She now plays an integral role on the team, supporting the advisors, coordinating operational processes, and helping ensure a seamless experience for the clients we serve.
Jennifer is a member of the Financial Planning Association and holds her FINRA Series 7 and Series 66 licenses. Outside the office, she enjoys exploring new restaurants with her husband and spending time on the tennis court with her sisters, continuing a lifelong love of the sport she played throughout college.