Jennifer focuses on the bottom line. This profit-oriented approach, along with her emphasis on assisting clients in growing and diversifying their finances has earned Jennifer a well-deserved reputation as a reliable accountant with exacting standards.
Jennifer graduated Magna Cum Laude from the University of Southwestern Louisiana (now University of Louisiana at Lafayette) in 1981 and has since distinguished herself through her various memberships, licenses, and accreditations. Jennifer assists clients with their financial planning needs as a Certified Financial Planner and has passed the FINRA Series 7 and 66 exams. Since earning the elite Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants in 2006, Jennifer has been able to further serve her clients' financial planning and investing needs by offering them a high degree of expertise. Jennifer is a registered representative with 1st Global Capital Corp.
Whether assisting business owners in implementing employee benefit plans or helping a client secure their personal finances through wise investment choices, Jennifer wants to see her client enjoy financial success.
Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st GLobal Insurance, Inc. We currently have individuals registered to offer securities in the states of AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, LA, MO, MS, MT, NC, NM, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, and WY.