Job Description
As a Financial Planning Analyst, I assist clients and colleagues in the firm with financial planning and strategy expertise. In addition, I create Agili’s quarterly newsletter for clients and friends of the firm. I am also a Notary Public for the Commonwealth of Pennsylvania. I am currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation.
Education and Credentials
- Bachelor of Arts, East Stroudsburg University
- Financial Paraplanner Qualified Professional™
What is a career highlight for you?
Learning and growing with my clients. Since everyone’s situation is unique, I get to see a lot of different ways to spend, save and share money, which is inspirational in a lot of cases and educational in all. I have also learned that everyone has a different “money language,” or feeling about what money means to them, and that has helped me learn how to better discuss money issues with my friends, family and kids.
Job Description
As a Financial Planning Analyst, I assist clients and colleagues in the firm with financial planning and strategy expertise. In addition, I create Agili’s quarterly newsletter for clients and friends of the firm. I am also a Notary Public for the Commonwealth of Pennsylvania. I am currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation.
Education and Credentials
- Bachelor of Arts, East Stroudsburg University
- Financial Paraplanner Qualified Professional™
What is a career highlight for you?
Learning and growing with my clients. Since everyone’s situation is unique, I get to see a lot of different ways to spend, save and share money, which is inspirational in a lot of cases and educational in all. I have also learned that everyone has a different “money language,” or feeling about what money means to them, and that has helped me learn how to better discuss money issues with my friends, family and kids.
More About Jennifer
What brings me joy is creative writing and cooking big meals for my family.
What excites me about my work is finding the right solution for each individual client. Everyone’s situation is different — and finding the right path forward is both challenging and rewarding.
My favorite food is ramen from Miyagi Ramen Bar in Rehoboth Beach, DE.
1806 Summit Avenue
Suite 100
Richmond, VA 23230
74 West Broad Street
Suite 320
Bethlehem, PA 18018