Jennifer’s passion is to help clients invest in a way that aligns with their values. This passion began with early parental lessons about money and the value of giving back. Always leading by example, their influence inspired her adult interest in a lifetime of service to others. With a background in investment banking, Jennifer now aligns her expertise and values in her work as an Entrust Financial investment advisor and Chartered SRI Counselor (CSRICTM). The CSRICTM professional designation is the first major financial credential dedicated specifically to the fast-growing field of sustainable, responsible and impact investing.
As a Certified B Corp, Entrust Financial believes in “doing well by doing good.” Jennifer, an Entrust shareholder, is honored to serve individuals and businesses looking to strike a similar balance, and to support their values through their investments.