Jen's Areas of Expertise
- Budgeting and cash flow
- Education funding
- Investment management
- Tax planning
- Employee benefits
- Student loans
- Insurance
- Charitable giving
- Retirement/financial independence planning
I get excited about working with people who are:
Early on in their career and balancing competing financial priorities. I enjoy helping clients understand the financial tradeoffs when making big life decisions and giving them the context they need to make smart decisions based on their personal values and priorities. I am also a spreadsheet aficionado and enjoy walking clients through their cash flow.
When not at work, you’ll find me:
Spending time with my husband, Adam and our two cats Charlie and Binx. I enjoy spending time outdoors, cheering on the Denver Broncos, checking out a local restaurant or brewery, and traveling whenever I can!