Vice President, Operations
In her role as Vice President of Operations at The Financial Services Network, Jennifer is responsible for overseeing aspects of operations that impact an advisor’s experience, including tactical daily execution of business processes, technology and workflows. Focusing on long-term strategic initiatives, she collaborates with an interdepartmental team of resources in order to deliver exceptional advisor experiences, consistently re-evaluating opportunities to make that experience even better.
Jennifer joined The Network in 2007, supporting operational activities for Network advisors. Additionally, as a legacy team member of Dynamic Capital Management (DCM), her responsibilities included all aspects of advisor and end-user client relationships. After identifying a consistent need, Jennifer founded Advisor Concierge Inc., a virtual administrative support firm dedicated to providing financial advisors and advisory firms with customized solutions and exceptional service.
Jennifer lives in Northern California with her husband and two children. In her free time, she enjoys going to the theater and serving as her kids’ #1 cheerleader at a variety of sporting and community events.
- Bachelor of Arts, University of Michigan
- FINRA Series 7: General Securities Representative Examination
- FINRA Series 66: NASAA Uniform Combined State Law Examination held through Strategic Wealth Advisors Group, and LPL Financial.
- Kolbe Certified Coach*
- *This Kolbe certification signifies I have the knowledge and insight to use Kolbe Indexes and software to identify people's natural talents and help individuals and organizations utilize those talents productively.