Jennifer started at Advanced Portfolio Design, LLC in May 2016. She is a CERTIFIED FINANCIAL PLANNER^™ professional and Registered Investment Advisor Representative who holds a FINRA Series 65 securities license. Jennifer provides comprehensive financial planning services including retirement and tax planning. She also assists with new client onboarding, as well as reporting and special project support.

Jennifer graduated from Bentley University in 2005 with a Bachelor of Science in Corporate Finance & Accounting. In 2007, Jennifer received a Master of Science in Taxation with a Certificate in Financial Planning from Bentley University.

After working in the financial services industry for over 10 years, including managing the SEC reporting functions for multiple public companies, Jennifer made the career change to financial planning. Jennifer’s focus on the core financial planning values enables clients to have a general level of comfort knowing that their finances are in order and that they have ongoing support for any future financial decisions.

Jennifer lives in Lowell, MA with her husband, Matthew and their young daughter. Jennifer enjoys spending time with her family, traveling, and walking their dog, Molly and she is an avid New England sports fan.