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Trust Administration Team
With over a century of experience, our dedicated team guides you with genuine care and unwavering honesty, creating personalized financial journeys that prioritize your peace of mind and trust.
Jennifer guides clients through trusts and estates, helping them work toward wealth preservation and transfer goals.
Jennifer is a seasoned Trust Officer dedicated to
guiding clients through the complexities of trusts and estates and supporting them
in pursuing their wealth preservation and transfer goals.
With over twenty years of experience in financial
services, she has served as both a trust officer and wealth advisor
within a prominent financial institution.
Outside of her
professional commitments, Jennifer actively engages with her community,
volunteering her time across various organizations. As a member of the Kiwanis Club, she remains committed to contributing positively to
the community she serves.
Volunteerism: Kiwanis Club
Let’s get started. We’re ready to partner with you and advocate for your client.
Our team of dedicated professionals are here to support you.
