Jennifer enjoys building relationships with her clients through a detailed and collaborative discovery process. She works diligently to develop a comprehensive financial strategy tailored specifically to the needs of her clients.
When facing major life changes such as marriage or divorce, preparing for college, retirement, and long-term care needs for special circumstances, many questions arise and opportunities to prepare exist. She works with individuals and families who appreciate her ability to identify those opportunities and make recommendations based on their current and potential future needs.
Since Jennifer has a child with special needs, she has a particular interest in guiding similar families in their long-term care process. As well, she enjoys the opportunity to work with and empower women in seeking to maximize their financial future.
Jennifer grew up in Crawfordsville, Indiana, and graduated from Franklin College. She and her husband, David, and their son, Sullivan, live in Indianapolis where they enjoy spending time on home renovation projects, volunteering for various organizations, and connecting with friends and family.
- Insurance Strategies