For over 25 years, Jennifer has been helping clients with their finances in one way or another. Jennifer began her career in financial services while in college. After leading teams locally for 20 years and across the country for the past eight years, Jennifer joined RBC Wealth Management in 2024. Jennifer earned a Bachelor of Arts in economics from Simpson College in Indianola, Iowa, where she also obtained a minor in accounting and a specialization in finance. She earned a Certified Wealth Strategist designation in 2014, focused on working with clients in every stage of their life and career. Jennifer passed the Series 7, 66 and 24 exams, as well as holds her insurance licenses. Jennifer has a passion for helping people, sitting side by side with them to create the financial future they wish to obtain. Clients can expect an integrated view and the experience to navigate next steps to help achieve their goals. The businessowner clientele can count on advice to help them strategically work on their business and plan for their family and milestones they would like to reach. With a focus on business owners and their families, Jennifer knows the critical importance of understanding the fundamentals of wealth planning and how to strategically use credit, estate planning services and investment strategies. Jennifer also understands the importance of getting the right people around the table, and she works with a number of exceptional professionals to advise clients in various areas of expertise. In her free time, Jennifer enjoys spending time with her husband, Josh, and their three daughters. She also volunteers as a leader for her daughter’s Girl Scouts troop, as well as volunteering for her children’s other activities and in the community. Most recently, Jennifer was board president for the Kansas City Jazz Orchestra. She also served as the board chair and advocacy chair for the American Diabetes Association in Kansas City and had the honor of being a part of the inaugural board for Happy Bottoms in Kansas City.
