Jennifer is the Vice President of Advisory Services, having entered the financial field in 1997. She provides personalized portfolio maintenance for clients including the establishment and transfer of accounts, trading, distributions and asset recommendations, for which anticipating client needs is a key part of that process. In addition, Jennifer is responsible for maintaining and operating the client portfolio reporting system, as well as client advisory fee processing and billing.  Overseeing the compliance activities of the firm is another aspect of her day-to-day responsibilities.

Jennifer earned her Chartered Retirement Plans Specialist designation through The College for Financial Planning, and received her BA in Mathematics from Hartwick College in Oneonta, New York. She holds a Series 66 securities license.

Email Jennifer at jhenry@contwealth.com