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Partner
Silicon Valley
Client Advisory
Jennifer is a Partner based in the Silicon Valley office. She is responsible for providing comprehensive investment and planning advice to individual clients, with a specialty in working with people in transition and entrepreneurs with substantial equity awards. Many of her clients are women seeking financial advice about career changes, divorce, remarriage, and retirement. Jennifer’s ideal client has a moderate to complex financial life and can benefit from tax planning, oversight of private/illiquid investments, liability risk assessment, intergenerational estate transfer planning, lifetime cash flow analyses, and strategic planning around charitable giving, use of retirement vehicles, and/or equity compensation awards. In her role, she strives to increase assets under management, retain assets, and achieve unparalleled client satisfaction.
Prior to joining Cerity Partners, Jennifer was a Principal at B|O|S where she managed the firm’s Silicon Valley Office. Before joining B|O|S, she served as a Financial Consultant for Merrill Lynch in Seattle as well as for an independent firm where she was responsible for developing and implementing the firm’s investment strategy.
Q:
What do you do in your personal life that helps you help your clients?
I love engaging with people in all aspects of my life. Reading people and their emotions, desires and fears is fascinating to me. This is really critical in advising people on such an intimate issue as their financial lives. Couples disagree, circumstances change and happy and sad events affect us all. The ability to really understand people and the desire to really know them makes me a better advisor every day.
What inspired you to pursue your career in financial management?
From the time I was young I had an interest in the stock market. When I was in college I thought I wanted to go into advertising until I took my first finance class. I was inspired by that Professor and again by my first economics Professor. When a stock broker visited class one day to discuss a career on Wall Street I was hooked. From that day forward I knew exactly what direction I wanted to go. But several years into my career I realized that I didn't want to sell financial products or have discussions that were solely focused on a particular stock. I wanted to help people and build relationships based on guiding their financial lives. Shifting from sales to advice has been the most rewarding change I've ever made.
What kind of clients work best for you?
I work best with two types of clients. Those who are quite sophisticated financially but recognize that they are busy doing what they do and want a trusted advisor to whom they can delegate, and people in transition who want to pivot in their lives and need help managing that transition and knowing they can comfortably do so.
What does the world need now more than anything?
Selflessness. For almost every problem that needs resolving, a willingness to find solutions that might require a person or group to compromise and think beyond the short-term impact on themselves would make a big impact.
How would you describe your best day doing what you do?
My best days are spent meeting with or talking to clients. Period. Interacting with clients on both a personal and professional level feeds my soul every day.
David Aaron
Partner & Market Leader
Louis P. Abel, CFA, CAIA
Rozeta Abovian, CTFA
Lloyd Abramowitz
Partner & Practice Leader
Larry Adams, CPFA, AIF®
Aimee M. Adler, CFP®
Associate
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Hugues Le Bras
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Tessa Carr
Vonny Carrington
Josh Carroll, AIF®
Chris Carter, CPA
Andrea Casas
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Ricardo Castro
Onari Tariah, CFP®
Eric Chang, CFA
Becky Whetstone Cheetham
Cecilia Chen, CFA
Charlene Chessler, CPA
Dr. Indu Chhachhi
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Hannah Reimer Christopher, CFP®
Andrew T. Chudy
Carol Clark
Jake Clemens, CFA, CFP®
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Dena Clifford
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Marie Conner
Tim Cooper, CPA
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Dan Cupkovic, CFP®
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Thomas Decker, CFP®
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Elizabeth Delude, CFA
Joel DeMaria, CFP®
Lauren Desforge, AEP®, CDFA®, CFP®, CPA/PFS
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Blake Ditto, CPA
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Neal Donhoff, CFP®
Kevin Dorwin
Katrin Doyle
Mimi Drake
Julio V. Driggs, JD, CFP®
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Ethan Duffy
Justin DuMouchelle, CFA, CFP®
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Pierre duPont
Trina Durbin
Sarah Durham
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Anne Elliott
Kelly Emerine
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Ryan Eversole, CFP®
Alex L. Faber, CFA, CFP®
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Stephenie Farrow
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Kellye Fields
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Andrew Fisher, CFA, CPA
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Victoria Flores-Manrique, CTFA
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Kent Forkner
Candice Frank
Kathy Freed, CFP®
Tina Freeman
Richard B. Freeman, CFP®
Shadrack Frempong
Phillip French
Virginia Frisch
Brad Fry, CFA
Alison J. Gamble
Sam Garcia, CFP®
John Garris
Doug Garrison, CFP®
James P. Gauthier, CFA
Jonah Gelhaus
Courtney Gentry
Stephanie Gervacio
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Steven J. Giacona, CPA
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Thomas Giddings
David Gifford
Garrett Gillett
Jeffrey Glassman
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Caroline Good
Bridget Goodbody, CFP®
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Kathy Goodman
John Goott, AIF®, CFP®
Daniel Goott, CFP®, CIMA®
Judith Gordon
Jeff Graf, CPFA
Dajion Grant
Kim Graven
Colin Gray, CFP®
Shelia Gray
Carrie A. Grey, CPA, CVA®
Cameron Grimm
Alexander Gross, CFP®, AEP®, CPA/PFS
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Ashley J. Guerra
JG Guidera
Theresa Guinto
Jake Gurock, CFP®
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Ben Hardin, CFP®
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Kayleigh Harris
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Lissa Harris
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Matt Hay
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Ben Hout
Lyman Howard, CFA, CFP®
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Partner & Director of Private Direct Investments
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Connor Hufer
Karen D. Hunley
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Partner & Director of Investment Management
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James Izard II, CFP®
Jack H. Scaff III
Frederick A. Allner, III
Henry “Sandy” Harris III, CFA
Rhonda Inskeep
Nick Jackson, CFP®, AIF®, JD, QPFC®
Darcy James
Chris Jameson, CRPC®
Shannon Jenkins, CEPA®, CFP®, CPA
Tyler Jenkins, CPA
Alex Jimenez
Kathryn Jodon
Peter A. Johnson
Blake Johnson, CFP®
Joshua Johnson
Brenda M. Johnson, CPA
Anne Johnston, CFP®
Nicole Joko
Thomas (TJ) F. Jones
Thomas S. Jones
Austin Jones, CFP®
André De Jong, FPQP
Wesley Jorette
Wickliffe Lyne, Jr.
David Jumper, CFA
Evan Kaplan, CFP®, CFA
Tom Karsten
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Raymond Keith, CPFA
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Dustin Kindervater
Rashad King
Becky Kingery, ARPS
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Jeffrey Knight
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Gavin W. Koenig, CEPA®, AIFA®, CRPC®
Caroline Koenig
Allen Kozel, CFP®
Steven L. Kramer, CFP®
Kati Krause
Geoffrey Kuli, CFA
Steve Kurosko, CSRIC®
Kyle Kursim, CFP®
Eunmi Kwon, CPA, CFP®
Patrick Labriola
Jeffrey Lancaster, CFP®
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Amy Lange, CFA, CFP®
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Greg Larson, CSRIC®
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Dawn M. Lasek
James Lebenthal, CFA
Partner & Chief Equity Strategist
Christine Lee, CFP®
Rita Lee, CPA, CDFA®, CGMA®, PFS
Caleb Lee
Cameron Lehrmann, CPA
Yola Lerch
Boone Lewis
Edward Liberman
Andy Lin
Austin Little, CFP®
Robin Littlejohn
Ray Llewellyn, CFA, CFP®
Philip Logsdon
Marsha K. Logsdon
Richard Long, CFA
Christina Lum
Phong Luu, CFA
Anne Lyons
Lyle Maasdorp, CFP®
Andy Machenheimer
Jory Makin
Steve Malbasa
Julia Malin, CFP®
Jacqualyn Malloy
Kelly Mangum
Lindsay Marcus
Jessica Marshall, FPQP
Samuel Martin, AIF®, CRPS®
Peter Martin, CPA
Susan Matlow, JD, CFP®
Tricia Mattingly
Brian Mattingly, CFA
Joseph Matus, CFA
Demi Maya
Vince Mazzone, JD, EA
Ray McCarthy, CPA
Michael McCarville, JD
Alex McClure
Doug McCrea
Chuck McCurdy, CFA
Morgan McDowell
Paul McGloin
Matt McGrew, JD
Patrick McGuire, CPA
Timothy McNally, CPA, CIMA®
Kelly McNerney, CFP®
Charles McRae, CFP®, CEPA®
Sarah Meiser
Ruby Mendoza
Patricia Mercer
Donna Metrou
Abby Miles
Karl O. Mills, CFA
Eric Minnick
Kristen Mitchel
Olive W. Mitchell, CFP®
Greg Mitseas
Christine Monyak
Sean Moore
Paul Moretti, CEPA®
Darin A. Morgan, CFA, CFP®
Jonathan Morris
Owen Morrow
Constantine Mulligan, CFA
Melanie Murphy, CPA
Patrick Murray, CFP®, CFA
Elizabeth Musarra, CPA, PFS
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Craig Nance, CPA
Douglas Nardi, CFA
Matt Nardi
Tabitha Negron
Brad Nenni
Alan Ness, CFP®, AIF®
Seth Newby, CFP®
Lesa Newell
Steve Nielander, CFA
Eda Niño
Chase Norcini, CFA
Joshua Norman, JD
Reed Nothwang, CFP®
Savanna Nunn
Jenna O’Brien
JoAnne O’Connell
Emily O’Connor
Resmena O’Meally, CPA
Rebecca Occhiline
Melissa Oduaran
Brooklyn Ogburn
Stephen Oliver, CFP®, CFA
Matt Olver, CFP®, AEP®
Sarah Gregg Orum
Jeffrey Paladini, CFP®
Carlie Palmer
Kellie Panter
Crystal Papachristou
Daniel Parillo
Daniel Park, CFP®
Ty Parrish, CIMA®
Luke Parrish
Nicholas Pasichuke
Cristina Paul, CFP®
Jackson Pawley, CPA
Zack Payne
Yelena Pelimskaya, CFA
Maria Pereyra
Natalie Perez
Blake Perkins
Lizzie Perkins
Linda Pesa
Jeffrey J. Peters
Nicholas N. Petrelli, CFP®
Katie Pfeifer, CFP®
Richie Phares
Carman Phillips
Walker Phillips, CFP®, CIMA®
Scott R. Phillips
Bettie Pickett
Kinga Pietrzycki
Nina Pilgrim
Erin Piscitelli, CFP®
Chris Pleshek, CPA
Brady Polk, CFP®, CTFA
Quinn Portfolio, CFP®
Matthew Powell
Jacqueline Price
Mark Priebe, CPFA
Hugh Quinn
Luke Ramey, CFP®
Steven L. Ramirez, CFP®, CFA
Gerianne Raymundo
Elyse Redwine
Ally Reeves, CFP®
Jill Reiter
Thomas Richardson, CPA
Will Richardson
Timothy Ringelstein, CFA
Jeremy Robbins, CFP®, CPA
Kelly Robertson
Rhonda Robinett
Marianne S. Rodriguez, CFP®
Eduardo Noa Rodriguez
Derek Rogers
Tristan Romo
Keisha Rose
Anthony Rosetti, CFA, CFP®
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Spencer Roule
Meg Rowley
Steve Roy
Veronica Rubio, CFP®
Alexandera (Alex) Rudish
Jeff Rup
Salvatore Russo
Devon Ruttenberg
Sherrell Sabree
Alex Saikali
Sherman S. Salangad
Jorge Salazar, CFP®
Jonathan Salvato, CFP®
Marc Sanborn
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Becky Scaletta
Emma Schall
Isabel Scharmer, CFA
Leonard Schlangel, CPA, JD
Theodore D. Schneider, CFA
John Schnur
Steve Schoneman, CFA
Matthew Schonsheck
Aram Schotts, CFP®, CRPS®
Austin Schreck, CFP®
Abby Scott
Matthew Serkes, CFP®
Marshall Serwitz
Mary Shahian, CFP®, CDFA®, ChFC®, CKA
Deborah Shaug
LeAnn Shea
Nick Sheeley
Timothy Sheridon
Charmaine Sherlock
Andrew Shestek
Bob Shier, JD
William Shier
Lindsey Shimin, ARPS
Samuel Short
Claudia Showers
Bryan Silveira
Gary Silverman, CFA
AJ Simoncelli
Morgan Simpson
Jason Simpson, CFP®
Christina Simpson
Payton Sims
Emily Sims
Marcella Skenderis
Dee Slavutin, ChFC®
T.C. Smith
Lyric Smith
Marie C. Smith, CFP®
Robert C. Smith
Neal Smith
Meghan Smith
Grant L. Smith
Ellie Snyder, CFP®
Mona Soliman
Javier Solis, CFP®
Robert J. Sollazzo, CFA
Paul Sommerstad, AIF®, QPFC®
Michelle Soto, CDFA®, CFP®
Robert L. Souza, CFA
William Speciale, AEP®, JD
Will Spence, CFA
Judith Spencer
Angel Spillers
Shelby Stahr, CFP®
Marisa Stancroff
John Stanovich, CFP®
Thomas Stasel, CPA
Philip Steele, AIF®
Katie Stenger
Kyler Stephens
Elizabeth W. Stone
Jennifer Stott
Alanson Stumler
Marisela Suarez
Robert J. Sullivan, CFP®
Alketa Sundquist
Colleen Supran, CFA
Amy Suri
Joe Surrell
Howard Sussman, CFP®, JD
Bonnie Suveerachaimontian, ChFC®
Scott Swanson, CFA
Brendan P. Sweeney, CFA
Pam Swenson
Dawson Swindler
Gabrielle Swint
Michael Syer, CFP®
Claudia Sykora, CPA
Bryn Taday
Ayisha Tahir, JD
Sue Takano
Emily Taken-Vertz, CFP®
Jacob Talley
Matthew Taylor
Jonathan Taylor, CFA
Natalia Tchetchoulina
Shaadi Tehran
Andres Terronez
Logan Thomas
Eric Thompson, CFP®
Kendra Thornburg
Christian Thwaites
Joe Tichenor, CFP®
Dan Timotic, CFA
Rob Tittle, CFP®, CPWA®
Megan Tivitt, CPA
Philip Tivitt
Patrick Tobin, CFP®
Jonatán Toledo
Scott Toomasson, FPQP
Justin Topping, CFA
Eric Towell, CFP®
William Tricarico
Jim Trujillo, CFP®
Brian Tu
Leslie Tudor
Christopher Turso, CFP®
Brandon Tutak
Tinetta Tutt
Mirza Ugarak
Amanda Ulczynski
Andrew Utley, CFA
Tara D. Vagnone, CFP®
Karina Valles
Myles VanderWeele, CFP®
Christine Vandrey
Juan Vasquez
Tania Vasquez
Cynthia Venturelli, FPQP
Andrew Verdeyen, CFP®
Peter L. Viehl, CFA
Daniel Vignola
Carol Vowels
Linda Wagner
Mike Waldridge, ChFC®
Steve Walker
Thayer Walker
Todd Walklett, CFA, CFP®
Angella Wallace
Dawn Walters
Eric Warbrick, CPA
Jacob Ward, CFP®, CPA
Jason Waters, CFP®
Matt Watkins, CPWA®
Jennifer Watson, CPA
Laura Watts
Aaron Waxman, CFP®, CPA
Maria Weis
Gail Weiss
Jamie S. Weissman, AIFA®, CPFA
Larry Weissman, CFA
Craig Wells
Colin Wheeler, CFP®
Emily Wilkins
Kim Wilkinson
EmJay Williams
Katherine Willis, CFA
Matt Wojtowicz, CPA
Susan Wolf
Tracey Wood-Sanford, CPA
Zach Woodward, CFP®, AWMA®
Brian S. Woosley, CPA
Charles Wright
Morgan Wyatt
Jon Yankee, CFP®
Amanda E. Yearns
Peter Yoon, CFA
Brendan Yospa
Dustan Zavatsky
Felix Zavisubin
AJ Zimmerman
Joe Zurschmiede, CFP®, JD
Jeff Zych
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