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Senior Director, Advanced Planning Strategies

• Certified Financial Planner (CFP®)

Having started her career in communications, Jennifer brings those valuable skills and more than 20 years of experience in financial services to her role leading the Advanced Planning Strategies Team.

Jennifer joined ÃÛѨÊÓƵ in 2019 and is a CERTIFIED FINANCIAL PLANNERâ„¢ professional. She helped build the Advanced Planning Strategies function at EFE and currently supports the firm’s financial planning teams by performing in-depth analysis on client-facing issues and concerns. Prior to joining EFE, she was a CFP® professional for more than 10 years, helping countless clients identify and achieve their financial goals. Previously, she held senior roles at two financial services firms, where she first found a deep interest in personal finance and financial planning.

Jennifer is honored to support EFE’s educational mission and to have a role in helping people move their financial lives forward. She is proud to lead a team of experts in their field who are also passionate about that mission and work hard every day to support EFE’s planners and clients with complex planning needs.

Jennifer earned a Bachelor of Arts degree in Spanish from the University of Rochester and a Master of Business Administration from George Mason University. She grew up on Long Island, New York and moved to Northern Virginia after college, where she and her husband are raising their two boys and a black labrador named Jinga.Ìý Jennifer spends a lot of her time volunteering in the community to support her children’s activities, from chaperoning school trips to maintaining positions on the high school theatre boosters club. In her spare time, she loves gardening, listening to music and reading historical fiction.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.