Jen plays an integral role on our team overseeing the development and implementation of our financial planning process, working closely with clients to ensure their plan represents a comprehensive evaluation of their complete financial life and is updated on a regular basis. Jen also manages the group’s business strategy, ensuring our team works cohesively and efficiently, as well as planning and executing client-centered communications and events.
She enjoys fostering lasting relationships with each of our clients as we work closely with them and their families to pursue their personal and financial goals.
Before joining our team in 2015, Jen spent 18 years in the nonprofit world. As a mother to a child with developmental disabilities, she focused her career on disability advocacy and utilizes her in-depth knowledge to provide insight for our clients with similar family needs.
Jen serves on the boards of directors for several organizations, including as president of the Connecticut Family Support Network, secretary for both the Child Health and Development Institute and the Children’s Fund of Connecticut, and board member for Cherish the Children Foundation, Inc. Along with her husband, Marty, Jen founded and serves as coordinator of the Glastonbury Hartwell TOPSoccer Organization. She earned a bachelor’s degree in finance and marketing from the University of Connecticut.
Jen loves to spend time with her family and friends, exercise, bake and travel. Born in Hartford and raised in South Glastonbury, she and Marty live in Glastonbury with their children, Kaitlyn, Jamie, Mattie and Halle.