Jennifer is a Certified Financial Planner™, Certified Wealth Strategist® and Accredited Investment Fiduciary®. She has a Masters of Accountancy from the University of Missouri. Jennifer is currently an Investment Adviser Representative and a Registered Representative of Cetera Advisors, LLC. She has over 26 years of experience in the investment and planning fields and opened her own business 22 years ago in her home state of Missouri. She has since expanded her business to include clients in over 20 states.
Jennifer is the owner of Purpose Planning, a full-service, boutique-style financial services firm with an educated, licensed and experienced staff. As an independently owned firm, Purpose Planning provides tailored solutions through independent resources, creative planning and a wide selection of investment and risk management services. She is also experienced in assisting clients with life insurance, long term care and unique family and business situations.
Jennifer knows clients have many choices so being their advocate, educator and supporter is always her top priority. Educating, advising and supporting clients has been her passion for over two decades. She is thankful and grateful for the trust, friendship and growth her clients have provided for over 20 years, and she is looking forward to another few decades.
Jennifer is active in a variety of organizations. She is a member of Broadmoor Rotary and has been a Rotarian for almost 20 years. In addition, she is a member of the Colorado Springs Military Affairs Council, Pikes Peak Round Table, Southern Colorado Financial Planning Association and the Colorado Springs Regional Business Alliance. She has held many different positions in these and other organizations over her career and continues to look for great organizations to support.
When she’s not working for her clients, Jennifer enjoys the beauty of Colorado by being outdoors all year long, and she loves traveling to new places. But her favorite pastime is visiting her granddaughter, Tennyson. She wants to help you Achieve Your Purpose!