Jennifer is an industry veteran with nearly 30 years of experience spanning financial services, commercial lending, and banking. Throughout her career, she has learned that being an advisor is about more than numbers; it’s about serving people. She takes a truly personal approach, getting to know each client, their life, their values, and their priorities, so their financial decisions support what matters most. She loves educating clients and inspiring them to achieve their goals, and her greatest satisfaction comes when a client discovers they have choices they didn’t even know existed—a process that requires both expertise and careful attention to the client’s unique situation.
Education & Designations
- Bachelor of Science, Business Administration & Finance
- Series 7 license
- Series 66 license
- Life & Health license
- CERTIFIED FINANCIAL PLANNER® (CFP®) – currently pursuing
Community Involvement
Jennifer is grateful to be part of a family dedicated to education and community. Her husband Daryl has spent nearly 30 years as an enthusiastic elementary-school teacher and coach, inspiring students and athletes to discover the joy of learning and achieving success. Together, Jennifer and Daryl enjoy supporting school events and initiatives that bring families together and strengthen the community.
Personal Life
Jennifer is happiest when spending time with her husband Daryl and their three boys. Whether she’s in the gym cheering on her sons at a basketball game, traveling to her childhood home on the Whitefish Chain to fish, or visiting Daryl’s family farm in Bagley for four-wheeling, duck hunting, or deer hunting, Jennifer treasures every moment spent with family. She finds joy in the simple things, like sharing a meal and laughter with friends and family, trying out a new recipe, or enjoying a good cup of coffee.