Jennifer Burton  | Operations Manager

Jennifer Burton

Story

Born and raised in Maryland I have lived on both sides of the Chesapeake Bay, before settling on the Eastern Shore. I am grateful that I am able 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 have held various roles, leading to my current position as Operations Manager. Being exposed to the different facets of the company has helped me gain a better understanding of the industry and how our money management process works. I enjoy working with our advisors, combining my love for numbers and people. We are a small company and have real relationships with our advisors, striving to always provide the best service possible. My day to day responsibilities vary as we take on a lot of roles here, which I love as I can get bored quite easily.

Bachelor of Science in Finance

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