With more than 25 years in the financial industry, Jen is widely recognized for her concierge-style approach to wealth management. Her philosophy is straightforward: Combine deep expertise with personalized care so clients can focus on what matters most.

Raised by a single mother, Jen learned early that life can be unpredictable — and that financial independence is essential. That experience shaped her passion for helping others build security and confidence in their financial future.

Today, Jen works with successful individuals and families who value their time and want a trusted partner to handle the complexities of financial planning and portfolio management. Her mission is to simplify decisions, remove stress, and create clarity to help clients move forward with confidence and peace of mind.

Her work has been highlighted in Forbes Magazine’s “Women in Wealth” section, underscoring her commitment to empowering women and families to build lasting financial confidence. Outside the office, Jen and her husband, Ted, stay busy raising their family. She’s a proud mom of three daughters, Natalie, Grace and Olivia, and committed to helping families build a legacy they can be proud of.

CREDENTIALS & EXPERIENCE

• B.A. in Communications, University of Massachusetts Amherst

• FINRA Investment Company/Variable Contracts Advisor (Series 6)

• FINRA Uniform Securities Agent State Law Exam (Series 63)

• FINRA Uniform Securities Investment Advisor Exam (Series 65)

• Investment Adviser Representative, Commonwealth Financial Network®

RECOGNITION & AWARDS

• Recognized by Boston Magazine, 2026

  • 2014-2026 Five Star Wealth Manager Award, created by Five Star Professional. The 2026 award was presented in February 2026 based on data gathered within 12 months preceding the issue date. 4,973 advisors were considered, 449 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

• Named in Forbes’ “Women in Wealth”