Jennifer Burton  | Director of Client Experience

Jennifer Burton

Story

I was born and raised in Maryland and lived on both sides of the Chesapeake Bay before settling on the Eastern Shore. I am grateful to live and raise my family in a beautiful small town that I love.

 

Outside of Potomac, my family is fortunate enough to spend our evenings fishing, crabbing, and kayaking along the Chesapeake Bay. I enjoy working out and helping people reach their fitness goals by teaching spin and boot camp classes for our local YMCA. I am an active member in a local triathlete group and try to participate in a few races each year. I am also a chauffeur, maid, cheerleader, and chef for my four children.

 

I joined Potomac in 2007 and held various roles before my current position as the Director of Client Experience. Exposure to the different facets of the company helped me gain a better understanding of the industry and how our money management process works. I enjoy working with our clients because it combines my love for people and numbers. We are a small company that creates real relationships with our clients because we’re always striving to provide the best service possible. My day-to-day responsibilities vary as we take on a lot of roles here, which I love—I can get bored quite easily!

Bachelor of Science in Finance
FINRA Series 65 license

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