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. 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 assists clients with their financial planning needs as a CERTIFIED FINANCIAL PLANNER™ professional and has passed the FINRA Series 7 and Series 66 exams. She is a registered representative of Avantax Investment ServicesSM.
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 Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Avantax affiliated advisors may only conduct business with resident of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.