“Jen” has been a Financial Advisor since 2007. She is the lead planner for our team, and her #1 passion is spending time with BMG clients. Before becoming a Financial Advisor, Jen spent three years teaching high school and middle school math after receiving her Bachelors of Science in Mathematics from Rockhurst College in 2002.
Jennifer is a Certified Financial Planner practitioner and received her certification from the Boston Institute of Finance in 2014. She completed the exam and requirements for the CFP® mark in September of 2014. Jennifer also holds certification as a Chartered Mutual Fund Counselor from the College for Financial Planning in Denver, Colorado. She holds the 7 and 66 securities registrations with LPL Financial in addition to life and health insurance licenses. She is insurance licensed in 12 states, including the states of Missouri and Kansas.
As a LPL Financial Advisor, Jennifer’s goal is to help clients plan for their future today. She assists clients by helping to analyze their progress towards their personal financial planning and investment planning goals. She continues to support clients through one- on-one conversations, and by planning events and educational workshops throughout the year. She works on a daily basis to develop, strengthen, and maintain meaningful relationships with clients so she can effectively assist them in planning for their financial future.
Jennifer has served as Board Member and Chair of the Liberty Chamber of Commerce & has served as Ways and Means Chair and President of the Soroptimist International of Liberty Club. As a mother of three children, Jennifer is actively involved in her children’s activities and volunteers as a Girl Scout leader. In her free time, she enjoys spending time with her family and attending music and sporting events with her husband.