17505 W. Catawba Ave, Suite 300
Cornelius, NC 28031
From establishing initial investment plans to guiding her clients through retirement, Jennifer engages in holistic wealth management that seeks to accommodate changing economic conditions, meet unforeseen expense, while helping her clients achieve their financial goals. Jennifer has been an advisor for 10 years and has been an advisor at Morgan Stanley for 7 years. In 2012, she became the manager of the Lake Norman office.
Jennifer is a veteran of the US Navy Reserve. She lives in the Lake Norman community with her husband and three children. Jennifer is a marathon runner and has served as a mentor for runners. She and her family are very active members of the St. Mark’s church community where she teaches, helps the homeless, and was a missionary with her daughter in Jamaica. She is a graduate of Leadership Lake Norman, a member of North Mecklenburg Women’s Club and has received leadership awards for her work with Rotary and the National Association for Women Business Owners.