Jennifer was born and raised in the Central Valley. She is a 1997 graduate of California State University, Fresno. She has worked in the financial services industry since 1995. Jennifer has built her practice around her clients' wealth management and retirement planning needs. Jennifer is able to present innovative ideas to assist you with qualified retirement plans, money management and individual financial planning.
In 2018, Jennifer was appointed to the Raymond James Retirement Plan & Institutional Advisory Council. This appointment recognizes her commitment to the qualified retirement plan industry.
She and her husband John reside in Fresno, California with their three children.
Raymond James' Retirement Plan & Institutional Advisory Council membership is based on assets under management, number of qualified group retirement plans, designations obtained, and compliance record. Membership is not an endorsement, is not representative of any one client's experience, and is not indicative of future performance. No fee is paid in exchange for this membership. Requalification is not required.