Meet Jennifer

 

Jennifer joined Taylor Financial Group in September 2019 as Financial Planning Administrator. She completed her undergraduate degree in 2018 and majored in business management with a minor in international business. Prior to joining the Taylor Financial Group team she learned the ropes of digital marketing and product development at a small office supplies company in Fairfield, NJ. She is an animal lover and has had a variety of pets from dogs to turtles. She enjoys running and drawing/painting in her free time. Jennifer lives in Lake Hiawatha, NJ with her parents, sister, and of course her other furry siblings.

  • Handles all incoming and outgoing client correspondence connected with financial planning
  • Manages new client on-boarding
  • Assists in administrative duties in the creation of WealthMatch Financial Plans
  • Assists in research on financial planning issues
  • Evaluates all financial planning software
  • Help each client with any client service needs.
  • Incorporates client priorities and goals into their financial plan
  • Helps with distribution planning

 

Favorite Foods:

Chicken francese, green tea ice cream, popcorn, pasta, buffalo wings, dumplings, steak and crispy french fries. 

Favorite Quote:

“Do not set aside your happiness. Do not wait to be happy in the future. The best time to be happy is always now.” - Roy T. Bennett

Favorite Holiday:

Christmas

Favorite Movies:

Freaky Friday, Burlesque

If Jennifer could meet anyone, past or present, it would be:

Amelia Earhart

What Motivates Jennifer:

The prospect of learning something new and helping others.