Client Service Associate

Meet Jen, a client services associate with over 25 years of experience in the Financial Services industry. Throughout her career, she has become an experienced problem solver, skilled at identifying and resolving challenges to better assist our advisors and their clients. With her analytical mindset and empathetic nature, Jen connects with our clients on a personal level, ensuring they always feel understood and valued. Delivering exceptional client satisfaction is her top priority! Outside of work, Jen is passionate about giving back to her community and is actively involved in volunteer efforts. She loves spending quality time with her two children and enjoys the outdoors—whether it’s enjoying the beautiful New England beaches, camping, or hosting family and friends at her home. Jen looks forward to building meaningful relationships with our clients!