Jen brings a wealth of experience and a deep understanding of client needs to her role as a Client Services Coordinator. Her previous experience in the insurance industry, coupled with her natural inclination towards providing exceptional service, enables her to deliver a high level of professionalism and efficiency in all client interactions.

Jen’s friendly and approachable demeanor creates a welcoming environment, making clients feel valued and confident in their decision to partner with our firm. In her role as a Client Services Coordinator, Jen is responsible for managing and coordinating various administrative tasks, including account openings, transfers, and documentation. She ensures that all processes are handled seamlessly and in a timely manner, providing clients with peace of mind and a hassle-free experience. 

Beyond her exceptional organizational and administrative skills, Jen is a proactive team player who thrives in a collaborative environment. She works closely with our financial advisors and other HHFG team members to ensure a seamless flow of information and client support. 

Jen’s commitment to professional growth and continuous learning ensures that she remains up to date with the latest industry trends and best practices. She actively seeks opportunities to enhance her knowledge and skills, allowing her meet and exceed client expectations. Jen’s compassionate nature and dedication to excellence make her an invaluable asset to our firm’s commitment to providing superb client services.