Jen began her second career as a Financial Advisor in 2008, and she has been helping clients toward achieving their long-term financial goals since then. She brings a range of experiences to her position as a Financial Advisor at Liberty Wealth Advisors®. Jen has provided financial planning support to several financial advisor teams at Merrill Lynch, and has also worked at a small wealth management firm, helping clients develop personalized financial plans. Jen has attained a Personal Financial Planner certification from Oakland University, as well as the CFP® certification and CRPC® designation.
Prior to her career change into the finance industry, Jen earned a Bachelor of Science degree in Chemical Engineering from Michigan State University. She worked in the mortgage and manufacturing industries, leading teams and improving products and processes. She is a Six Sigma Black Belt and obtained her Quality Engineer Certification through the American Society of Quality.
Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).
Royal Oak, MI 418 North Main Street
Stamford, CT 707 Summer Street
Royal Oak, MI 48067
Stamford, CT 06901
Royal Oak, MI
418 North Main Street
707 Summer Street