About

Jennifer has worked in investment education for over 20 years.  She is a licensed attorney and practiced in tax and ERISA/401(k) law in Indianapolis before returning to the investment industry. She has educated over 20,000 people in 30 different states on money and investing. For the last 10 years, she has individually counseled physicians at two regional hospital systems while she worked for the nation’s second largest retirement plan provider. She worked her way through law school as a stockbroker at Charles Schwab.Jennifer is a licensed attorney, Certified Retirement Planning Counselor (CRPC), Registered Investment Advisor, and at various times has held her Series 6, 7, 63, 65 licenses for different professional roles. She’s also been an occasional real estate investor, restaurateur, summer resort owner and entrepreneur.  But her best investment has been in her family, her husband Chad and kids John and Kate.

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