Jen joined the firm as Client Services Administrator in 2024 and quickly established herself as an indispensable member of the team, being promoted to Client Services Manager just six months later.
Jen holds a bachelor’s degree in Economics from Sonoma State University. She began her career in the financial services industry by working for a financial advisor before joining Charles Schwab, where she worked until taking time off to raise her family. Jen is excited to bring her experience and enthusiasm back to the workforce.
"I’m a big fan of live music and sports—there’s nothing like the energy of a great crowd. I especially love discovering up-and-coming artists in small venues before they hit it big."