Senior Wealth Advisor
Jenifer manages new and existing client relationships in her role as a Senior Wealth Advisor, serving as the main point of contact for, and a trusted advisor to, her clients. With more than 15 years of experience in public accounting, Jenifer has the patience and understanding to provide outstanding service as clients proceed through their financial journey.
Prior to joining Reilly Financial Advisors, she served as a tax and wealth manager for a large accounting firm in San Diego. With extensive experience in tax compliance and planning, Jenifer has the knowledge to intersect financial planning, investment, and tax matters to help clients achieve their long-term financials goals.
Jenifer received her bachelor’s degree from the University of Nevada, Reno, and her MBA from the University of Phoenix. She has received the Certified Public Accountant, Personal Financial Specialist, and CERTIFIED FINANCIAL PLANNER™ certifications. She is an active member of the AICPA and is passionate about volunteering in the community. In addition to serving on their foundation board, Jenifer also serves on the board of directors for the Boys and Girls Club of Greater San Diego, is a board member for the Junior Achievement Young Executive Society, and teaches financial literacy to youth in the classroom.
Why I Do What I Do:
My original path was in medicine, with a focus on the patient, their family, and balancing truth with empathy and respect. When I made the decision to change my career path to finance, my desire to help people navigate through their life changes, with empathy and respect, did not change. I am passionate about being a trusted advisor and resource to our clients, and I enjoy getting to know, and hearing stories from, each and every one.