JEN ANDERSON
ASSOCIATE
EXPERTISE
Jen Anderson joined our firm as an Associate in 2024, bringing with her 18 years of rich experience in the financial services sector. Throughout her career, Jen has excelled in various roles, including as an analyst and portfolio manager, as well as working directly with clients to support their financial planning needs.
In her role as an Associate, Jen collaborates closely with our Financial Advisors to deliver exceptional solutions tailored to the unique needs of both new and existing clients. Her extensive background and dedication to continuous learning ensure she is well-equipped to contribute to our clients' success.
Jen is deeply committed to our mission of turning visions into freedom by making the complex simple. Working diligently alongside our seasoned advisors, she helps uphold our firm’s high standards of service and excellence, ensuring that our clients' financial journeys are straightforward and stress-free.
With Jen on board, clients can expect a seamless and supportive experience, backed by her robust expertise and the collective strength of our advisory team.
EXPERIENCE & BACKGROUND
Alfred University- B.S. in Business Administration and Management with a minor in English
College of Financial Planning- CFP® Certification Professional Education Program
PERSONAL PASSIONS & FAMILY
Jen and her husband lead a life fully dedicated to the activities of their “ginger” brood. When Jen is not acting as a human taxi to their three kids, she is actively enjoying the great outdoors! From zipping around in their boat in the summer months to actively freezing in hockey rinks in the winter—there never seems to be a dull moment! Even in her downtime, she finds time to catch up on her reading—and oftentimes you will find her with a nose in a book at sporting events.