Jennifer doesn’t just practice financial planning; she was raised in it. Following in the footsteps of her father—a 40-year veteran of the industry—Jennifer began her journey with an internship at age 18 and has since dedicated over 35 years to helping provide stability for her clients. While the names on the firm’s door have changed over three decades, Jennifer’s commitment to her clients
has remained a constant.
A graduate of Canisius University with degrees in finance and history, Jennifer combines analytical rigor with a long-term perspective on market cycles. Her excellence in the field is nationally recognized; she was named to the Forbes Best-in-State Top Women Wealth Advisors list in 2022, 2023, 2024 and 2025. Jennifer focuses on crafting uniquely tailored financial blueprints that reject “one-size-fits-all” solutions. She views it as a distinct privilege to steer her clients toward their lifetime goals—from multigenerational wealth transfer to small business transitions.
Jennifer’s greatest motivation is her own family. She has been married to her husband, Bill, a dedicated educator, for 27 years. Together, they have raised two high-achieving children: Ryan, a medical student, and Morgan, a finance major. When she isn’t helping clients navigate their financial futures, Jennifer enjoys traveling, staying active and spending quality time with her family.
