With over 27 years of experience in financial services, Jennifer brings a wealth of knowledge, dedication, and personalized care to clients. After earning her Bachelor of Business Administration in Finance, she began her career alongside Ray, where she has remained a trusted advisor ever since.

Jennifer earned her CERTIFIED FINANCIAL PLANNER® designation in 2004, and she is also a licensed Life Insurance Advisor and Certified Executor Advisor (CEA). Her expertise spans retirement planning, investment strategies, and tax-efficient solutions tailored specifically for small business owners.

As a mother of three and a long-time partner in a family-run business, Jennifer deeply understands the pressures facing young families and entrepreneurial parents. She is committed to delivering comprehensive financial planning that simplifies complexity and protects what matters.

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