Jennifer began her career in financial services in 2006. Prior to joining Mercer Advisors, she held positions at Fidelity Investments, Fisher Investments, and most recently WGG Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. Jennifer focuses on providing the best-possible service to clients and is committed to helping them find their path to Economic Freedom™. She has also helped high-net-worth individuals and families through comprehensive financial planning and investment management. Jennifer graduated from California State University San Marcos with a bachelor of science degree in business administration. She’s a CERTIFIED FINANCIAL PLANNER™ practitioner and has the credentials for the Accredited Wealth Management Advisor℠, Accredited Portfolio Management Advisor(SM), and Chartered Retirement Planning Counselor(SM) designations. Jennifer lives in the Sacramento area with her son and enjoys concerts, traveling, and spending time with her family.
Roseville
3741 Douglas Boulevard Suite 130 Roseville, California 95661