ABOUT ME
I grew up in the world of financial advising, going on appointments with my father and visiting his office on weekends.
In fact, I attended my first financial conference as my dad’s “date,” if you can believe it! Watching how he served his clients gave me a solid understanding of the work ethic and ethical values of a dedicated financial advisor, and it’s those same values that drive my work to this day—and those same values that led me to become an author.
I want to help people understand their financial situations, and to let them know that there’s someone there to support them no matter how difficult things may seem.
In fact, I attended my first financial conference as my dad’s “date,” if you can believe it! Watching how he served his clients gave me a solid understanding of the work ethic and ethical values of a dedicated financial advisor, and it’s those same values that drive my work to this day—and those same values that led me to become an author.
I want to help people understand their financial situations, and to let them know that there’s someone there to support them no matter how difficult things may seem.
When people read my work, I hope that things that once might have seemed overwhelming can become manageable, even if only by a little.
That’s why I do what I do.
"My job is not to project my values onto you. It is to assist you as you discover, uncover, and understand what money means to you."
Squeeze the Juice | Page 42
Now for a little about my personal life.
First and foremost, I have always been Aunt Jenn. While I may be an entrepreneur, an advisor, a partner, a friend, a sister, cousin, and a daughter, I seem to always gravitate towards my role as Aunt Jenn. It’s the little ones and the not so little ones that make my world go round. Being a part of my nieces and nephews’ lives, whether there’s stress or joy, gives me great satisfaction. I have always strived to be their go-to resource and confidant, and being that figure for them means everything to me. There is no better accomplishment.
Want to keep the conversation going?
If you'd like to learn more, please
feel free to visit my financial site,
Modern-Wealth.com