Jen, CFP® is a strategic Implementer helping Businesses Overcome Operation and Management Hurdles to Growth and Enjoyment.  

As a CEO, CERTIFIED FINANCIAL PLANNER, and Business Transformer, Jen has consulted over 1,000 service businesses over the past 30 years. She has spent over 31,000 hours to uncover and solve business hurdles. Saved businesses $100,000+ by eliminating costs and wasted time.

Jen is a problem solver and a process geek with over 30+ years of experience transforming service businesses within the finance industry.  She was featured in an episode of In the Suite where she reveals secretes and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. 

She is a mom, wife, and schools activist with a huge heart for community, service, and volunteering. Additionally, Jen has been published in several magazines, taught workshops, and spoken at several national conferences such as T3 Technology Tools for Today, Journal of Financial Planning, Investment News, Inside Information, The Trust Advisor, FPA, NAPFA, and more.

Join us to learn creative tips on how to grow your business and embrace operational challenges through her proven transformation methods.