Jennifer began her career in the financial services industry more than 30 years ago as a fixed-income trader in a regional brokerage firm. This background paved the way for her to join a commercial bank where she managed personal trust accounts, institutional portfolios, and a municipal bond mutual fund. In 1999, Jennifer founded Summit Financial Partners, a fee-only financial planning and investment advisory firm located in Richmond, Virginia, her home for over 35 years. Jennifer now serves as Strathmore Capital's Director of Trading, as well as a Financial Advisor and Partner of the firm.

Along the way, Jennifer earned two of the industry’s highly regarded designations: CERTIFIED FINANCIAL PLANNER™ (CFP®) and CERTIFIED FINANCIAL ANALYST™ (CFA®). CFP professionals have met extensive training and experience requirements and take a personalized approach to bringing all of the pieces of a client’s financial life together. The CFA designation is regarded by many to be the key certification for investment professionals which measures the competence of financial analysts.

By earning both of these industry designations, Jennifer is in a position to thoroughly help clients through all aspects of financial planning, including coordinating investments to be in alignment with financial goals.

After almost 26 years of marriage, Jennifer’s first husband lost his battle with Leukemia. Experiencing this loss has given Jennifer a unique insight into helping clients deal with loss; whether the loss of a spouse or child, loss of a marriage through divorce, or loss of a job, whether chosen by retirement or not by choice.
Inspired by her personal experience and informed by three decades in the financial services industry, Jennifer wrote Inheriting Chaos with Compassion to help readers get through the tangled financial legacy a loved one may have left behind.
Jennifer recently got married to a wonderful man and is enjoying the craziness that comes with her new marriage, raising a teenage daughter, trying to keep her 13 pound All American breed dog from ruling the house, and keeping up with the rest of her family and friends. She is also involved in her church and other community organizations like the City of Richmond Police Pension Board. Her favorite place to recharge is her back porch with a book or by gathering with her family and friends.