Jennifer joined Professional Planning Group in 1995. Jennifer plays an integral role in supporting the business operations of our team. Her responsibilities include overseeing staff and office workflow, monitoring daily cash flow and incoming funds, rebalancing portfolios, and assisting clients with account related questions.
Prior to joining Professional Planning Group, Jennifer worked at the University of Rhode Island. She graduated from the Ocean State Business Institute in 1995. Jennifer holds the Series 7 and 63 licenses.
Jennifer lives in Wakefield, RI with her husband, Christopher, and their children, Emily and Zachary. In her spare time, Jennifer enjoys baking, traveling, and spending time with her family.