Founder & Personal CFO
Jennifer strives to provide excellent customer service. She enjoys building capacity and streamlining processes to ensure advisors can maximize their time in a client-facing role.
She has traveled all over the country, starting with growing up on a small farm in Washington State, attending community college on an athletic scholarship for golf, and joining the basketball team. Then, she moved to the East Coast to spend more time with her family in North Carolina and received a bachelor’s degree in managerial finance at East Carolina University. After college, she spent three years in AmeriCorps, focusing on financial education, counseling, and resource development. Her passion for financial education and outreach brought her to Lubbock, TX, where she received a master's degree in financial planning with a graduate certificate in charitable planning from the School of Financial Planning at Texas Tech University. Jennifer has moved back to the Pacific Northwest and enjoys teaching and raising financial awareness in the community.
With a background working in the non-profit sector and academia, Jennifer has extensive administrative experience and strong organizational skills. As an Accredited Financial Counselor®, she understands the importance of working in a fiduciary environment and values building a positive rapport with clients. Outside of work, Jennifer can be found spending time with her family, fishing, baking, gardening, traveling with friends, and hiking with her pup.
Investment Advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Haven Wealth Management are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 20435 - 2020/9/23
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.
Investment Advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Haven Wealth Management are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 20435 - 2020/9/23
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.