Jennifer grew up in Newhall CA and maintains ties to that area. One of her early jobs was as a waitress, this taught her the value of hard work, determination and quick follow through.
While in college, Jennifer developed a keen interest in the financial services sector. For the past 30 years, she has been in the wealth management and investing arena. To further her knowledge, she worked toward and received her CFP® in 1993.
Her focused attention to both her business and her clients’ interests is what makes this practice her dream position. Helping her clients achieve a life well lived is a tireless goal of Jennifer’s. She has a process designed to help her clients build wealth, never outlive their income stream and leave a proud legacy to the next generation.
Jennifer, her husband Michael, her sons, Andrew and Alex live in Huntington Beach and Jennifer enjoys all their musical and sporting endeavors. She is active in her community and her church. She enjoys working out and walking on the beach with her family.
On many Friday nights, she is snuggled in a blanket watching Netflix… she is quite the movie buff when she in not watching cooking shows. Travel is a passion of hers and she has been to England, Mexico, New Zealand, Australia, Spain, France including Disney Resort Paris, and Canada. Her hope is to visit all 50 states and has a silly collection of Shot glasses from every major area she has been to see. Her family has yet to be without a dog and Sophie is a rescue they found that has stolen all their hearts.