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Client Advisory

Biography

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.

Education

  • B.A. in Business Administration from Seattle University

Highlights

  • Chartered Financial Analyst®
  • Member of the Burlingame Library Foundation Advisory Board
  • Member of the CFA Institute
  • Volunteer with Rock The Street, Wall Street
  • Past president and current member of the Peninsula Tennis Club
  • Former member of National Association of Financial Executives
  • Ranked #59 on Forbes 2022 Top Women Wealth Advisors list
  • Ranked #7 on Forbes 2022 Best-In-State Wealth Advisors for the Northern California region
  • Ranked #49 on Forbes 2021 Top Women Wealth Advisors list, also ranking on their 2018, 2019, and 2020 lists
  • Ranked #5 on Forbes 2021 Best-In-State Wealth Advisors for the Northern California region, also ranking on their 2018, 2019, and 2020 lists
  • Ranked #19 on Working Mother’s 2021 “Top Wealth Advisor Moms” list after having also appeared on their 2017, 2018, 2019 and 2020 lists
  • San Francisco Business Times Most Influential Women in Bay Area Business 2018
  • Ranked as one of Barron’s Top 100 Women Financial Advisors in 2014, 2015, 2016, and 2017

Q & A

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.

Meet Our  Client Advisory Colleagues

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Louis P. Abel, CAIA, CFA

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Rozeta Abovian, CTFA

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Samuel Bain, Jr.

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David Beatty, CFP®

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Laurie Belew, CFP®

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Matthew Canner

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Dawn M. Carpenter

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Mark Castell, CPA

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Ricardo Castro

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Eric Chang, CFA

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Jake Clemens, CFA, CFP®

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Tom Cohn, CFA

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JD Costello

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Meghan Cottrell

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Faith Counio, CFP®

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Ralph Coutant, CFA, CMT

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Brendan Cunningham

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Paul D’Elia, CFP®

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Darlene Dahl, AEP®, CDFA®, CPA, PFS

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Elizabeth Dawson, CFA, CFP®

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Joseph DiGregorio

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Michael Disharoon, CFA

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Kevin Dorwin

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Katrin Doyle

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Mimi Drake

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Pierre duPont

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Victoria Flores-Manrique, CTFA

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Jessica Foley

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Candice Frank

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Kathy Freed, CFP®

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Shadrack Frempong

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Virginia Frisch

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Doug Garrison, CFP®

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Stephanie Gervacio

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Thomas Giddings

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Garrett Gillett

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Jeffrey Glassman

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Richard Golinski, CFA

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Caroline Good

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John Goott, AIF®, CFP®

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Daniel Goott, CFP®, CIMA®

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Alexis Grason, CFP®

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Theresa Guinto

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Erica Hartog, CPA

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Andrew Helfont, CFA

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Delia Hernandez

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Elizabeth Hicks

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Rachel Highbarger

Senior Associate

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Rebecca Hilchey

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Ann Marie Hindley

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Caren Holzhauer

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George Hubbard

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Connor Hufer

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John Hyman, CIMA®

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James Izard II, CFP®

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Jack H. Scaff III

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Henry “Sandy” Harris III, CFA

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Rhonda Inskeep

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Stephen Janachowski

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Alex Jimenez

Partner

Linda Jin

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Kathryn Jodon

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Blake Johnson, CFP®

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Anne Johnston, CFP®

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Nicole Joko

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André De Jong, FPQP

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Wickliffe Lyne, Jr.

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David Jumper, CFA

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Evan Kaplan, CFA, CFP®

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Tom Karsten

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Robert Katz, CFP®

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Carl Kaufman

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Mickey Keating, CFP®

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Kathryn Kennedy, CFP®, CPA, JD

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Kate Kittinger, AEP®

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Jessica Kobaly

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Partner & Market Leader

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Amy Lange, CFA, CFP®

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Greg Larson, CSRIC®

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Kristen LaSasso

Senior Associate

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Christine Lee, CFP®

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John Lee, CFP®

Senior Associate

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Cameron Lehrmann, CPA

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Edward Liberman

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Andy Lin

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Dwight Liu

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Richard Long, CFA

Principal

Christina Lum

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Phong Luu, CFA

Principal

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Anne Lyons

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Lyle Maasdorp, CFP®

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Steve Malbasa

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Julia Malin

Associate

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Jacqualyn Malloy

Senior Associate

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Jessica Marshall

Associate

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Samuel Martin, AIF®, CRPS®

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Peter Martin, CPA

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Joseph Matus, CFA

Senior Associate

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Ray McCarthy, CPA

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Doug McCrea

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Paul McGloin

Partner

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Timothy McNally, CIMA®, CPA

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Kelly McNerney, CFP®

Principal

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Charles McRae, CEPA®, CFP®

Principal

Sarah Meiser

Senior Associate

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Ruby Mendoza

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Patricia Mercer

Associate

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Donna Metrou

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Cooper Miller

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Eric Minnick

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Janie Monroe, CFP®

Principal

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Christine Monyak

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Sean Moore

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Panzie Morris

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Jonathan Morris

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Owen Morrow

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Constantine Mulligan, CFA

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Melanie Murphy, CPA

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Patrick Murray, CFA, CFP®

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Elizabeth Musarra, CPA, PFS

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Lindsey Nadel

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Douglas Nardi, CFA

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Matt Nardi

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Alan Ness, AIF®, CFP®

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Lesa Newell

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Steve Nielander, CFA

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Emily O’Connor

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Resmena O’Meally, CPA

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Brooklyn Ogburn

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Stephen Oliver, CFA, CFP®

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Matt Olver, AEP®, CFP®

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Javier Ordaz

Senior Associate

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Sarah Gregg Orum

Principal

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Jeffrey Paladini, CFP®

Partner

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Daniel Parillo

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Daniel Park, CFP®

Partner

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Ty Parrish, CIMA®

Partner & Practice Leader

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Nicholas Pasichuke

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Cristina Paul, CFP®

Partner

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Yelena Pelimskaya, CFA

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Blake Perkins

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Walker Phillips, CFP®, CIMA®

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Nina Pilgrim

Senior Associate

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Chris Pleshek, CPA

Senior Associate

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Quinn Portfolio, CFP®

Principal

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Matthew Powell

Senior Associate

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Jacqueline Price

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Hugh Quinn

Associate

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Steven L. Ramirez, CFA, CFP®

Principal

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Gerianne Raymundo

Senior Associate

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Thomas Richardson, CPA

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Timothy Ringelstein, CFA

Principal

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Jeremy Robbins, CFP®, CPA

Principal

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Rhonda Robinett

Principal

Tristan Romo

Principal

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Melanie Ross, CFP®

Principal

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Spencer Roule

Senior Associate

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Meg Rowley

Partner & Market Leader

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Salvatore Russo

Partner

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Devon Ruttenberg

Partner

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Alex Saikali

Associate

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Sherman S. Salangad

Senior Associate

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Jorge Salazar, CFP®

Senior Associate

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Jonathan Salvato, CFP®

Principal

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Minnie Yao Sanford, CFP®

Principal

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Isabel Scharmer, CFA

Partner

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Leonard Schlangel, CPA, JD

Partner

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John Schnur

Associate

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Steve Schoneman, CFA

Partner

Matthew Serkes, CFP®

Principal

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Marshall Serwitz

Partner

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Mary Shahian, CDFA®, CFP®, ChFC®, CKA

Partner

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Deborah Shaug

Principal

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LeAnn Shea

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Bob Shier, JD

Partner

William Shier

Associate

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Samuel Short

Associate

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Gary Silverman, CFA

Partner

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Marcella Skenderis

Associate

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Dee Slavutin, ChFC®

Partner

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Chase Smith

Principal

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Robert C. Smith

Partner & Market Leader

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Neal Smith

Principal

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Meghan Smith

Principal

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Javier Solis, CFP®

Partner

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Paul Sommerstad, AIF®, QPFC®

Partner

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Michelle Soto, CDFA®, CFP®

Partner

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William Speciale, AEP®, JD

Partner

Judith Spencer

Associate

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Michael Spicer

Associate

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Shelby Stahr, CFP®

Principal

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Ari Stanger, CPA

Principal

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Philip Steele, AIF®

Partner

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Caraline Stenslik

Senior Associate

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Kyler Stephens

Associate

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Jennifer Stott

Associate

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Robert J. Sullivan, CFP®

Partner

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Alketa Sundquist

Senior Associate

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Colleen Supran, CFA

Partner

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Howard Sussman, CFP®, JD

Principal

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Bonnie Suveerachaimontian, ChFC®

Principal

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Scott Swanson, CFA

Partner

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Pam Swenson

Senior Associate

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Michael Syer, CFP®

Principal

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Claudia Sykora, CPA

Principal

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Ayisha Tahir

Principal

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Sue Takano

Associate

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Emily Taken-Vertz, CFP®

Principal

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Jacob Talley

Senior Associate

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Matthew Taylor

Partner

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Jonathan Taylor, CFA

Partner

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Natalia Tchetchoulina

Partner

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Andres Terronez

Senior Associate

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Christian Thwaites

Partner

Dan Timotic, CFA

Partner

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Patrick Tobin, CFP®

Principal

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Jonatán Toledo

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Scott Toomasson, FPQP

Principal

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Justin Topping, CFA

Partner

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Brian Tu

Principal

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Brandon Tutak

Senior Associate

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Tinetta Tutt

Associate

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Amanda Ulczynski

Senior Associate

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Myles VanderWeele, CFP®

Partner

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Christine Vandrey

Senior Associate

Juan Vasquez

Associate

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Tania Vasquez

Principal

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Cynthia Venturelli, FPQP

Principal

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Daniel Vignola

Associate

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Steve Walker

Partner

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Thayer Walker

Principal

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Todd Walklett, CFA, CFP®

Partner

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Angella Wallace

Associate

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Eric Warbrick, CPA

Principal

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Jennifer Watson, CPA

Principal

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Aaron Waxman, CFP®, CPA

Partner

Gail Weiss

Senior Associate

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Larry Weissman, CFA

Partner

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Craig Wells

Partner

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Kim Wilkinson

Partner

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EmJay Williams

Associate

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Katherine Willis, CFA

Partner

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Marissa Wilson

Associate

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Matt Wojtowicz, CPA

Principal

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Susan Wolf

Partner

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Tracey Wood-Sanford, CPA

Partner

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Jon Yankee, CFP®

Partner & Market Leader

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Peter Yoon, CFA

Principal

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Brendan Yospa

Associate

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Dustan Zavatsky

Senior Associate

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Jeff Zych

Partner

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