Private Wealth Advisory Practice

“Jennifer has provided my team valuable leadership and guidance. Our team went through some transitional periods in dealing with change in the business and personnel. She specifically helped me work with a team member who wasn’t on board with my overall vision and helped me work through the decision-making process regarding this individual. This critical decision was needed to help the team move forward and excel. We haven’t looked back and team morale is better than it has ever been. I wish I would have worked with Jennifer on this sooner. “

– Managing Director