Jennifer has been in financial services for over 30 years. She is a member of the National Institute of Certified Estate Planners and the National Association of Insurance and Financial Advisors.
As a Certified Estate Planner, she is considered the quarterback on the team. Her mantra is “When people are educated on anything, they make better decisions.” Her practice focuses on establishing a proper estate plan coupled with sound financial and retirement planning. Her dedication to her career is evidenced by her recent recognition by the Department of Veterans Affairs as the CEP contact for veterans in Houston and surrounding areas. She is intentional about financial literacy being part of everyone’s life as without it we are enabling financial illiteracy which will eventually lead to abuse in other areas of life. When the purpose of a thing is not understood, abuse is inevitable. Money has two “lives”, a beginning (income, inheritance, winnings) and an end (what’s left of your estate upon death); both tethered to financial literacy. If you were born in poverty that does not mean that you must die poor. Have a plan and the discipline to execute it! Here to be of service to you.
