Jennifer joined Professional Planning Group in 1995. As Director of Client Services, Jennifer leads and mentors our exceptional client service team. Her responsibilities include daily oversight of the client service team and operational flow. In compliance, she assists in implementing compliance programs for both broker/dealer regulatory compliance (FINRA) and registered investment advisor compliance (SEC).
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.