Jen is a registered representative with Raymond James and a Financial Paraplanner Qualified Professional™ with more than eleven years of experience in the financial services industry.
As a registered client service manager, Jen supports the business operations of our team and also addresses client requests and administrative needs. She greatly assists our financial advisors and plays a key role in preparing reports, processing documents and handling administrative duties.
Before joining Raymond James in 2005, Jen earned a bachelor’s degree in accounting from the University of Colorado at Colorado Springs. Then, in 2014 she earned her MBA from Colorado State University and in 2016 she became licensed in Colorado for accident and health insurance as well as life insurance.
Originally from Missouri, Jen lives in Colorado Springs with her partner, Shae, and daughter, Mariah. Her interests include camping and hiking.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.