Jennifer has been helping individuals, families, organizations and small business owners pursue and maintain financial independence since 1986.  Her goal is to help you feel more in control of your finances so that you may focus on following your passions and living your life to its fullest.

Jennifer earned a B.S. in Business Administration from the University of Tulsa and is an Accredited Asset Management Specialist(SM) professional.  This specialized training has equipped Jennifer with the ability to simplify complex financial concepts and apply them to real-life situations. Always a student, Jennifer pursues ongoing professional knowledge and accreditations through the American College in Bryn Mawr, Pennsylvania.


Jennifer began her financial services career as a Life Insurance Agent with Mass Mutual in Tulsa and Philadelphia, and then as a stockbroker for Merrill Lynch in Philadelphia. She went on to become the first female financial advisor hired at Wheat First Butcher Singer’s Conshohocken, PA office and learned the technical aspects of securities trading and stock selection from former NASA scientist Don Hays and Dorsey Wright & Associates.

Jennifer was later recruited by Paine Webber and left in 2007 to become an Independent Investment Advisor Representative with Cetera Advisors, LLC.


Jennifer is a registered member of the Lenni-Lenape Delaware Tribe of Native Americans and enjoys American history. She is quick to share that the Lenni-Lenape Tribe was the first to adopt the U.S. Constitution.

Jennifer’s grandparents, who worked in farming and oil in Oklahoma during the Depression, served as role models of thrift, industry and devotion to family and faith. From an early age, she sought to build on those bedrock ideals by creating her own financial security, applying her studies along with personal experience. Jennifer is an avid gardener, ferocious reader and travels regularly throughout America and Europe, gathering further inspiration for investment opportunities. Her physical and emotional health are a priority. She maintains a vegetarian diet, exercises regularly and is spiritually active.

Some of Jennifer’s fondest memories include being a member of the NFL’s Philadelphia Eagles’ Cheerleaders, as well as her years as a dancer with Tulsa Ballet Theater. She continues to support the Tulsa Ballet theater, Philadelphia Orchestra and Pennsylvania Ballet through fundraising.