What’s your dream for the company?
To be a trusted partner in the financial industry by delivering outstanding client experiences and building meaningful, long-term relationships.
What are three words people use to describe you?
Insightful, warm, solution-oriented
When you are not working, what do you care about most?
I care about spending as much time as possible with my family, growing my faith, and making delicious recipes!
What’s your financial journey?
Jen is Series 65 licensed and currently pursuing the Certified Financial Planner™ (CFP®) designation. She is excited to be growing into Keystone’s third adviser role and will be participating in client meetings with Josh and Jeremy to continue building her expertise and getting to know our clients even better.
Prior to joining Keystone, Jen worked at Edward Jones for 13+ years, helping clients navigate complex situations with empathy, clarity, and a genuine commitment to their success.
Jen’s top priority is to provide high-level, personal service with a warm smile.