Jennifer strives to be a trusted advisor in the world of corporate retirement planning with a passion for helping individuals and businesses plan their financial futures. Her commitment to quality and dedication to her clients have earned her the distinction of being named one of the Top Women Advisors by the National Association of Plan Advisors in 2018, 2019, 2021 and 2022. In 2023, she was further recognized as one of the Top Retirement Plan Advisers by Planadviser.
After a successful start in human resources, in 2002 Jennifer transitioned to Toyota Financial Services, where she gained valuable insights into the financial industry. In 2015, Jennifer joined the retirement planning team THG Retirement Solutions at UBS, and in 2024 she joined Raymond James.
Through Raymond James, Jennifer has access to the technology and resources of one of the largest full-service financial firms to help her deliver quality service to her clients.
Jennifer earned her MBA in business from California State University, Fullerton. Her commitment to continuous learning and professional growth is exemplified by her attainment of the Certified 401(k) Professional (C(k)P®) and Chartered Retirement Plan SpecialistTM (CRPSTM) designations.
More than just a corporate retirement plan professional, Jennifer is a goal-oriented professional with a profound passion for helping people achieve their financial goals. Outside of her professional life, Jennifer is an avid runner who has completed seven marathons and a half IRONMAN, in addition to a century ride. When Jennifer is not working hard for her clients and pushing her physical limits, she dedicates her time to her two children, Eddie and Ashley.
Top Women Advisors (2022): The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a nonprofit association. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Nominees had to be women, had to be retirement plan advisors with their own book of business. Nominees are required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. Time period upon which the rating is based is from 06/01/2021 to 06/01/2022 and was released on 10/20/2022. Within the group of top women advisors, Captains are those who were principals, owners, or team captains of their organizations. All-Stars are top producers who have their own practice. Rising Stars are top producers who have less than five years of experience with retirement plans as a Financial Advisor (some have been working with plans longer, but not as a plan advisor). For the 2022 award, there were nearly 500 nominations and 273 applications completed and considered. There were 50 Captains, 50 All-Stars, and 33 Rising Stars on the final list. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of an individual client's experience. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this ranking. Raymond James is not affiliated with National Association of Plan Advisors (NAPA).
PLANADVISER Top 100 Retirement Plan Advisers: The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. A sub-segment of the questions was used to determine eligibility for the Top 100. Categories in which advisers compete are determined by the number of advisers and the number of total employees (including support staff). We highlight the quantitative standouts according to the dollar value of qualified plan AUA as well as the number of plans under advisement. The award is not representative of any one client’s experience, and is not an endorsement, and is not indicative of an advisor’s future performance. Raymond James is not affiliated with the Financial Times.