As the chief planning officer, Jennifer works with the planning, insurance and generosity teams to deliver support to advisers and a personalized experience to SignatureFD clients. She is involved in all levels of servicing clients’ financial planning needs, including developing and implementing comprehensive wealth management programs in cash flow, retirement planning, risk management and insurance, tax planning and education funding in an integrated way. She aims to ensure each client has a consistent and holistic experience by integrating the firm’s various disciplines into financial planning. She seeks to help clients achieve their Net Worthwhile® by coordinating and pursuing their goals in SignatureFD’s four pillars of wealth activation: Grow, Protect, Give and Live.
Before joining SignatureFD in 2012, Jennifer worked in the assurance practice at Ernst & Young for over two years, where she specialized in consumer products. She also worked for a nonprofit, Accion USA, which specializes in microlending.
She holds a Master of Professional Accountancy from Georgia State University and a Bachelor of Science in Business Administration from Boston College.
Jennifer is a member of the AICPA and resides in Raleigh, N.C.
