Phone: (610) 719-8600 Ext. 129
Jennifer is an Advisor with Legacy Planning Partners providing comprehensive financial advice and services to her clients. Her team’s mission is to help individuals, families and small businesses organize their affairs, document their goals, and identify and analyze strategies that will help them reach those goals more effectively.
Prior to joining Legacy in 2008, Jennifer spent 10 years as a Financial Consultant with Wells Fargo Securities where she gained valuable experience in banking, investment management and trust services. She has the ability to consult on a variety of financial items including insurance, investment management, estate planning and retirement income strategies.
Jennifer is a graduate of Messiah College with a Bachelor of Science degree in Economics.
Jennifer lives in Collegeville, Pennsylvania with her husband Jim and their 3 children. She is also an avid tennis player.
Jennifer is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. A securities dealer and registered investment advisor. Legacy Planning Partners, LLC is independently owned and operated. DOFU 4/2016 TN 1454436