Wealth Management Associate
Jennifer has been in the financial services industry for 11 years. She earned her B.S. in finance from The University of Wisconsin at Lacrosse in 2005 and began working for Merrill Lynch. In 2008 she joined UBS. In 2013 she became a CERTIFIED FINANCIAL PLANNER (CFP®), one the most renowned certifications in the financial services industry. Her financial planning expertise serves as an essential resource for our team. Her responsibility is to orchestrate and deliver unparalleled administrative attention to our clients.
She resides in Lake Zurich with her husband, Chris, who is a special education teacher and their young son, Benjamin.
Education
Credentials
Wealth Management Associate
Jennifer has been in the financial services industry for 11 years. She earned her B.S. in finance from The University of Wisconsin at Lacrosse in 2005 and began working for Merrill Lynch. In 2008 she joined UBS. In 2013 she became a CERTIFIED FINANCIAL PLANNER (CFP®), one the most renowned certifications in the financial services industry. Her financial planning expertise serves as an essential resource for our team. Her responsibility is to orchestrate and deliver unparalleled administrative attention to our clients.
She resides in Lake Zurich with her husband, Chris, who is a special education teacher and their young son, Benjamin.
Education
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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