Jennifer embarked on her journey in the securities industry back in 2000, starting as a receptionist for an investment firm in Oklahoma. Her innate love for engaging with clients fueled her attraction to this field. Transitioning to an independent financial planning firm in 2004 marked a pivotal point in her career. As a registered sales assistant, she played a crucial role in catapulting the firm from its startup phase to servicing over 300 clients with $100M AUM. Her contributions were multifaceted, ranging from orchestrating impactful marketing campaigns to crafting intricate financial plans. Jennifer excelled in fostering robust relationships, providing unwavering client support, and showcasing her expertise.
In 2014, Jennifer embarked on a career journey that led her to the vibrant city of Chicago. There, she delved deeper into the intricate world of compliance within financial services, supporting the Chief Compliance Officer of a prominent RIA & Broker-Dealer based in the city. However, amidst this enriching experience, Jennifer felt a longing to reconnect with direct client interactions. This led her to make a pivotal shift back into a client-focused role, where she could once again engage closely with those she served.
In late 2023, Jennifer reunited with advisors Darlene Shipe & Lynn Bilodeau at Edmond Wealth Management in Oklahoma. Assuming a central role between advisors, clients, and the operational team, her responsibilities include cultivating client relations, engaging in financial planning, managing inquiries, and meticulously preparing for client meetings. Her unwavering dedication remains rooted in delivering exceptional service. Jennifer boasts over two decades of experience as a fully registered investment professional. Holding the esteemed FINRA Series 7 and 66 securities registrations through LPL Financial and Wealth Consulting Group, she also possesses Life, Accident and Health, Variable Annuity, and Variable Life Insurance Licensing in Florida. Originally from Oklahoma, Jennifer earned a Bachelor in Business Administration degree in Finance from the University of Central Oklahoma in 2002. Beyond finance, her passions include pure-bred dog breeding and showmanship. For the past decade, she has served as a board member of the Boston Terrier Club of America, advocating for excellence in breeding. Presently residing in Orlando, Florida, Jennifer shares her home with her AKC Champion Boston Terrier, Giddy, and her charming feline companion, Roxy.