Jennifer

Jennifer is a Senior Client Associate with over 16 years of extensive experience in the financial services industry.  She plays an active role in supporting the team at Daniel Financial Management in all aspects of client service. She is dedicated to assuring our clients receive an exemplary client experience.

Jennifer is committed to assisting with the implementation of each client's investment goals and supporting their day-to-day service requests. Furthermore, Jennifer is responsible for preparing financial plans, portfolio reviews and marketing the practice.  Prior to joining DFM, Jennifer worked at ADP Retirement Services for 14 years.

Active in the community, she volunteers at the local animal shelter and helps raise funding through various animal charity and fundraising groups.