Client Relationship Associate
Jennifer is a vital member of WealthSource’s team serving as a Client Relationship Associate. Joining WealthSource in October of 2021, Jennifer supports advisors in delivering premier service to clients. Her attention to detail shines through when deploying efficient implementation and a cheerful voice on the other end of the phone. Jennifer’s passion for helping others inspired her to earn an Associate in Arts degree in Social and Behavioral Sciences. Her professional background includes serving as a Special Needs Recreation Program Facilitator and as a Respite Care Provider.
Jennifer’s transition into working full-time in financial services began in 2014 when she accepted a position at an investment adviser as a Receptionist which included doing data entry and updating the CRM system. Her capacity for excellence led her to take on many other responsibilities including assisting in transitions and working on special projects, all of which helped her find her skill niche as a Systems Administrator.
In her free time, Jennifer loves to tap into her creative side with cookie decorating, cheering on the Los Angeles Dodgers, and spending time with her husband and two daughters.