Senior Wealth Advisor
Jen is a Senior Wealth Advisor with over ten years of experience in the financial services industry. Jen has a successful history of providing well-reasoned advice to clients that allows them to create a secure financial future.
In her role as Senior Wealth Advisor, Jen maintains client relationships and provides clients with comprehensive wealth management. In addition, she is responsible for the development of cash flow and net worth projections, analysis of various financial transactions, and reviewing tax and legal documents. Jen is a member of the Investment Committee.
Prior to joining the Richardson team in 2021, Jen’s industry experience focused on investment analysis, compliance, relationship management, client service, and process improvement. Jen’s background includes working for Morgan Stanley, Strong Capital Management, Inc., and a local family-owned tax and wealth management office.
Outside of her years in finance, Jen also spent time performing contracted work, primarily for non-profits. Much of her work entailed people and project management while working with various demographics.
Jen earned a Bachelor of Science degree in Business Management with a concentration in Finance from University of Wisconsin – Parkside as well as a Six Sigma Green Belt certification in process improvement. Jen holds the investment advisor representative license (Series 65) and she passed the Unform Securities Agent State Law Exam (Series 63) in 2024. Jen is a current member of the Investments and Wealth Institute.