Jennifer began her career as an accountant with a national non-profit located in Washington, DC. She researched, proposed and managed a new IT system, and brings both financial and technical experience to her work with our money management clients. She has been a volunteer in the public schools for many years, tutoring students in math and teaching after-school art classes. She is an advocate for at-risk youth and the elderly.
Jennifer is passionate about helping others and has spent many years caring for her own family members, helping them organize and consolidate investments and accounts after the death of a spouse, setting up a budget and automatic payment of bills, and applying for and coordinating disability therapies, medical care, rehabilitation, and home care services. She has brought in experts in financial planning and elder legal services to sort out complex issues involving property and estate settlement.
Jennifer graduated from the University of California at Santa Cruz, receiving College Honors for her outstanding performance. She is a native of Bethesda, Maryland and currently resides in Potomac.