Jen serves on the Executive Administration Team supporting the firm’s advisors with all aspects of scheduling, communication, project management, event production, and compliance management.
With over 20 years in the industry, Jen has extensive experience in ensuring a smooth client experience while providing a high level of commitment and professionalism.
Jen earned her Bachelor of Arts degree from the State University of New York, College at Geneseo. She resides in the Hudson Valley region of NY with her husband and three children.
