Jennifer joined Wise Wealth in August 2018 as an administrative assistant and brings more than 30 years of administrative experience to our team. Jennifer quickly immersed herself in the finance world and now is primarily responsible for scheduling meetings with all our clients, as well as providing administrative and logistical support to the Wise Wealth team. She handles client correspondences while working with Jan and John directly to ensure that all client accounts are reviewed and that their goals are updated as necessary. As a liaison for our team and clients, Jennifer has built working relationships with many of our clients who greatly value and appreciate her support and assistance.
Jennifer has an associate degree from Katharine Gibbs School and has completed training provided by Commonwealth. Prior to joining Wise Wealth, she worked in medical, health insurance consulting, and legal fields.
Born and raised in Connecticut, Jennifer and her husband, Joe, have two grown children. In an effort to give back to the community, her family is actively involved with their hometown's volunteer fire and ambulance services. They are also avid supporters of the annual Closer to Free bike ride in support of Smilow Cancer Hospital and Yale Cancer Center. She and her husband enjoy traveling, gardening, and spending time with family.