Meet Jennifer


Jennifer provides administrative support and service to clients and acts as a liaison between the firm and investment, insurance, and regulatory agencies. She has 23 years of vast experience in the financial services industry, with service to both retail banking and brokerage segments. Her prior roles included branch banking posts and supervisory, operational, and administrative responsibilities in retail brokerage, all within the DC metropolitan area. Jennifer earned a B.S. in Economics from Allegheny College in Meadville, PA.

She is a native of Western Pennsylvania and is currently residing in Rockville, MD. In addition to spending precious time with family and friends, Jennifer enjoys gardening cooking, traveling, and repurposing/rehabbing antiques.