Our Team

Jennifer Angelo
Marketing Associate

Jennifer’s unwavering dedication to cultivating and nurturing client connections plays a pivotal role in the expansion of our firm. Boasting a rich background in both the financial services industry and marketing, Jennifer brings a distinctive expertise that guarantees the utmost adherence to compliance standards. Leveraging her proficiency in diverse marketing tactics, she strives to acquaint new clients with our comprehensive approach to financial planning.

Jennifer holds a Bachelor’s degree in Art History from Penn State University.