Why Are You Passionate About the Work You Do?
The purpose of the RIA model is centered on doing what is in the best interest of the client, which feels really good. To take it a step further, I believe in the culture and offering that we have at Mariner Wealth Advisors and believe it’s truly best in class. Helping advisors get to the RIA model at our firm is my North Star.
Experience and Education
Jennifer leads a team that is laser-focused on helping advisors who join, are acquired by or affiliate with Mariner Wealth Advisors as they transition to our firm. She is committed to partnering with advisors to customize a plan to seamlessly move clients and employees to the firm. She also trains advisors on how to leverage our robust infrastructure, so they can focus on client needs and work on accelerating growth.
Prior to joining the firm, Jennifer served as vice president at Fidelity Investments, where she recruited advisors out of all channels in Colorado, Kansas, Nebraska and Missouri and consulted on the benefits of the Registered Investment Adviser (RIA) model and Fidelity. Jennifer was accountable for managing the relationships of five of the largest, most complex and fastest growing custody relationships on the Fidelity institutional platform. She assisted with the firm’s overall strategy to capitalize on opportunities and worked through options on how to address challenges.
Jennifer has a bachelor’s degree in finance from the Gies College of Business at the University of Illinois Urbana-Champaign.