Jennifer began her career in the financial services industry 30 years ago as a fixed-income trader in a regional brokerage firm. This background paved the way for her to join a commercial bank where she managed personal trust accounts, institutional portfolios, and a municipal bond mutual fund.
In 1999, Jennifer transitioned from her career in banking to financial planning and investment advisory services when she founded Summit Financial Partners in Richmond, Virginia. She has offered fee-only advice to individuals and corporations from the beginning.
Jennifer’s straightforward financial planning and investment philosophy emphasizes highly diversified portfolios, being faithful to regular savings contributions, and to developing a strategy that clients can maintain on a long term basis.
After living in many parts of the country, Jennifer settled in Richmond over 35 years ago. After almost 26 years of marriage, her husband lost his battle with Leukemia. Jennifer has a 11-year-old daughter and one “All American” breed dog.
Jennifer is passionate about her clients and her relationships with them on a human level. You can often hear Jennifer commenting that her clients are never far from her thoughts. Jennifer is an active member of her church and enjoys spending time with her family in the mountains of Virginia.
She is also the author of Inheriting Chaos with Compassion. Inspired by Jennifer’s personal experience and informed by her three decades in the financial services industry, Inheriting Chaos with Compassion will get you through the tangled financial legacy your loved one left behind.
Find out more about Jennifer: https://www.summitfinancialpartnersrva.com/our-team/
Interview with Jeffrey Brewster
Interview with Rich Maloney
Interview with Matt Kirkegaard
Interview with Ryan Early
Interview with Joshua Freedman
Interview with Taylor Smith of Blueboard
Interview with John Lefebvre
ChatGPT and AI discussion with Aaron Shapiro
Interview with Patrick Grimes
Interview with Galen M. Hair
Interview with Neil Bedwell
Interview with Nikki Corson with prissynikki.com
Interview with Mukul Sheopory
Discussing NFTs with Anthony Mongiello
Interview with Rocco Carriero
Interview with Emmanuel Probst
Interview with Brian L. Slade
Interview With Steve Buzogany
Interview with Anthony Hughes
Featured Interview with Justin Q Croxton
Join Podbean Ads Marketplace and connect with engaged listeners.
Advertise Today
Create your
podcast in
minutes
It is Free
The Everyday Millionaire
Pure Hustle Podcast
Making Bank
The Prof G Pod with Scott Galloway
Young and Profiting with Hala Taha