Jennifer is a key wealth and estate advisor with over 20 years of experience in wealth management. She specializes in trust and estate planning as well as holistic wealth management tying together clients’ life goals and cash flow objectives with their investment and tax strategies. She serves as a resource for Gratus on estate planning, both tax and non-tax driven, and assisting clients with lifetime transfer planning and charitable donation strategies.
Most of Jennifer’s non-working time is spent on the sidelines of soccer and lacrosse fields cheering on her son, driving her daughter to and from dance studios, or hiking nearby trails with the family golden retriever. She loves exercising (especially Pilates and yoga), reading, art, and traveling.
Education, Designations, Licensures:
- University of North Carolina at Chapel Hill – Bachelor of Science in Business Administration
- University of North Carolina at Chapel Hill – Master of Accounting with a concentration in taxation
- Certified Public Accountant designation
- CERTIFIED FINANCIAL PLANNER™ certification