Jennifer works with successful businesswomen; as well as, stay at home moms and women at any stage of their life. No matter your economic status Jennifer and her team will treat you as their most important client. Jennifer and her team provide investment solutions and provide coaching. They believe it’s not enough to give you a great portfolio, but for you to understand what you are doing and why. No more being in the dark and just hoping things work out.
Growing up Jennifer did not have plans to work in the financial services industry; in fact, it is the last industry she would have considered. In fact, she planned to go into cosmetology. Clearly, the Lord had other plans. She began working for SmartPlan Investing’s sister company Wiley CPA in 2003. She was hired to do administrative work, but moved up quickly in the company and benefited from on the job training. Shortly after being hired the President of the company, Roy Wiley began to provide investment solutions to his tax clients after walking away from investments years before over frustrations with the industry. This provided another opportunity for training for Jennifer and where her passion for investors and women investors especially blossomed.
Being a single mom with no outside financial support Jennifer struggled financially for many years. Like many American’s budgeting and saving was not taught in the home growing up and she witnessed a lot of destructive money behaviors. However, she worked hard and grew within the company and ran the Accounting and Investing firm for many years. Suddenly, Jennifer’s life was profoundly changed when she discovered her own true purpose for her money. This changed everything how she chose to spend, save, give and invest- yes, invest. After years of trying to follow a budget, even doing the envelope method she finally found a way to follow a budget. This was the example she wanted to stand for, for her young daughter. She then began aligning her spending and investing with her newly discovered purpose. Her purpose also led her to sit for the rigorous Series 65 Investment Adviser Representative exam, so that she could coach others in discovering their purpose. In addition, she wanted to show her daughter that through perseverance any goal you set is possible.
Jennifer is a compassionate coach. However, she is unwavering in her beliefs, which serves her clients well when they need someone to stand firm and keep them on track during difficult times. Jennifer has extensive knowledge in the Nobel Prize- winning investing academics that make up the Matson Money investing method. She is able to relay complex theories in a fun and relatable way so that investors understand how their portfolio is designed to work and last for their lifetime and beyond. She has dedicated her life to helping women and their families live their life with purpose while investing to secure their financial future. She believes with the proper planning you really can create a life and future worth living in to.
In her free time, she loves to spend time with her daughter, serve her church, and host parties.