Jennifer strives for excellence in all that she does and the service that our team provides. Her passion is elevating others to do their best work by providing the tools, resources, and support to be successful. She naturally gravitates towards taking on many responsibilities at once, perfectly aligning with the nonstop pace that her position requires. As the Branch Operations Manager of Turning Point Advisors, Jennifer takes an innovative approach to streamline our business efforts and to help our team deliver a uniquely crafted client experience. With her impeccable follow-through, meticulous organization and friendly demeanor, Jennifer works endlessly to set Turning Point Advisors apart from the rest. As our Branch Operations Manager, she oversees the day-to-day administrative and operational functions, working exclusively with our top clients. Jennifer ensures that all business functions run smoothly and effectively.
Jennifer's background and expertise in the industry are critical to our operations. She has been in the financial industry for 21 years and 14 of those years being a licensed individual. She currently holds Series 6, 7, 63, 66 through LPL Financial and New York Life and Health. Before coming to Turning Point Advisors, Jennifer has worked at Citizen Investment and Key Investment Services.
Jennifer enjoys hiking and being outdoors and spending time with her family.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.