Qualifications
Jennifer has been helping clients achieve their financial goals since 1997, when she joined her father at RBC Wealth Management. She has been a member of RBC Wealth Management’s Consulting Group since its inception in 2002. The Consulting Group is an exclusive company designation reserved for financial advisors who have demonstrated a commitment to a consultant-based investment practice & helped clients achieve their wealth management goals by offering personalized investment advice and customized solutions. Jennifer was an RBC Wealth Management President’s Council member in 2002, 2003, 2004 & 2005. She has been an active member of the Investment Management Consultants Association (IMCA) since 1999. IMCA sets the standards and practices for the investment management consulting profession. Jennifer graduated from St. Cloud State University with a Bachelor of Science degree in International Business. She holds the Series 7, Series 63 & Series 65 licenses as well as numerous individual state insurance licenses.
Personal
Born and raised in the Twin Cities, Jennifer currently lives in Eden Prairie. She’s been involved with many volunteer organizations including:
- Opportunity International – current member of the Board of Governors
- Junior Achievement – active volunteer for over 6 years
- Habitat For Humanity – annual volunteer for over 10 years
- Edina Morningside Rotary – past member & multi-year Paul Harris Fellow
- Youth Frontiers – past member Development Board
Besides volunteer work, Jennifer’s interests include travel, tennis & reading. She is also an avid sports fan.
