Client Relationship Manager
Born in Rochester, N.Y., Jennifer graduated from the State University of New York – Oswego with a degree in Business Administration-Economics and a concentration in Finance. She began her career as a 401k specialist in the Human Resources department of Paychex. Jennifer transferred to a Payroll Specialist position in Syracuse, N.Y., before relocating to Las Vegas, NV, where she was promoted to Senior Payroll Specialist and then Account Executive for Major Market Services. Eventually, Jennifer decided she wanted to stay at home with her young children, and with the help of Money Counts and her aunt, Deborah Peterson, she and her husband were able to make the transition.
In 2008, when her kids were old enough, Jennifer decided to go back to work part time with Money Counts, while still being able to work remotely from her home in Las Vegas. In addition to her position at Money Counts, Jennifer also served for three years on the Board of Directors of the Little Miss Hannah Foundation, which focuses on children with rare diseases. She also served three years as a board member for the National Parent Teacher Association.
As one of the Client Relationship Managers for Money Counts, Jennifer is responsible for scheduling yearly reviews for clients, organizing online access for client accounts, liaising with compliance and preparing clients for their meetings with our Advisors.
A common theme throughout the Money Counts staff is the flexibility that Debbie and Nicole allow. Jennifer’s favorite part of working with the team is the ability to have a work/life balance while still being able to work with all their clients one-on-one.