Chief Operations Officer
Beach lover and amateur photographer. Jennifer loves happy hours and family time.
ON THE FARM
Ops is back with another episode of Drinks Well with Operations to discuss the financial planning tools inside our investor portal.
Our leadership team discusses all we’ve accomplished in Q1, and more importantly, what each department has planned for the quarter ahead.
In lieu of our usual April Fools’ Day silliness, we thought we would share some of our favorite unintended moments together as a team.
Ops is back with another episode of Drinks Well with Operations to discuss our newly launched user interface for Union.
We’re in an era of digitalization. If you’re not a part of the new digital age of operations, I’m afraid you might drag behind.
The Potomac OGs share what’s next in Investments, Marketing, Education, and Operations for a growing RIA and TAMP.
With a passion for creating efficiencies and streamlining technology, Jennifer is always working to elevate the advisor experience.
Work Hard, Play Hard
- BEACH 90% 90%
- DESERT 30% 30%
- MOUNTAINS 60% 60%
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