Jen serves physician families nationwide primarily through virtual engagements. She loves being able to alleviate the burden of managing the finances so her busy physician clients have the capacity to truly do what makes them happy. Clients appreciate that Jen doesn’t jump to solutions before first understanding their purpose and passions – her goal is to help clients live not just their best financial life, but their best overall life.

Jen holds a Bachelor’s degree in English with an emphasis in Creative Writing from the University of Missouri. Her journey to finance was an unexpected one – Jen started her career in database management at the Missouri History Museum, and her database acumen led her next to a position at Scottrade. As soon as she started working directly with clients to improve their financial health she realized it was kismet. Jen holds her Series 7 and 66 registrations, life & health insurance licenses, and is an Accredited Asset Management SpecialistSM.

Outside the office, Jen regularly engages in yoga and meditation. She also loves hiking, camping, and traveling with her husband and daughter. They frequent Bull Shoals Lake in Arkansas but love exploring new places as well!