Jennifer works with the financial planning, client service, and marketing areas to help design and implement an enhanced experience for Modera clients. She’s responsible for corporate communications, events, and developing solutions to optimize all aspects of the client journey.
Professional Designations
CERTIFIED FINANCIAL PLANNER™
Education
Dartmouth College, B.A., magna cum laude
Columbia University, M.A.
Community/Leadership
CFP® Board Mentor
Pro-bono CFP® – Savvy Ladies (non-profit serving low-income women and families)
Giving Back
Read more about Jennifer
What do you enjoy most about working at Modera?
By far, the best thing about working at Modera is the people. I’ve worked at many places in my career and know how rare it is to find colleagues you genuinely enjoy spending time with and who continually strive to work in the best interest of their clients. I feel very fortunate to work here.
When you’re not working you’re…?
Outside of work, I love reading, spending time with family and friends, and traveling.
What’s the best career advice you ever got?
I’m currently reading Excellence Wins by Ritz-Carlton founder Horst Schulze, which explains how he and his team helped create the “Gold Standard” in client experience. But the best career advice I ever received comes from Amelia Earhart, who once said, “The most effective way to do something is to do it.” I’ve always admired her fearlessness and determination, particularly as a woman attempting to achieve something that hadn’t been done before.
How do you do good in your community?
When possible, I try to find service opportunities that advance women’s causes and professional careers. I’m currently involved with Savvy Ladies, a non-profit providing free financial education to women in need, and with the Dress for Success/Northern New Jersey Chapter. I also serve as a CFP® Board mentor for women aspiring to earn their CFP® credential.
Jennifer’s Insights
Lessons in Longevity
Like many people, I’m coming out of the pandemic much more aware about how fragile life is and how important it is to stay on top of one’s health. Similar to investments, we don’t always know what’s on the horizon, but what we can do is focus on the things we can control.
Advisor Reflections: Have Your Goals Changed?
Across the country, people have found themselves in changing circumstances, re-evaluating their goals and having to update their financial plans as a result of the pandemic – myself included.
The ‘Three R’ Approach to Managing Financial Stress
If you are feeling stressed about your finances lately, you’re not alone. According to a recent study by the National Endowment for Financial Education, nearly 9 out of 10 participants reported that that they were feeling more financial stress as a result of COVID-19.
Building a Financial Safety Net: Four Key Steps for Women
Growing up, I was fortunate to have had a financial role model in my mom, who taught me, from the time I was very young, how important it is for a woman to take control of her finances.