CEO and Wealth Advisor
Jennifer believes her clients deserve one hundred percent of her attention, focus and energy during engagements. By combining her experience in the industry and an ability to effectively communicate, clients leave with the clarity to make informed financial decisions so they can cultivate a life that matters.
Jennifer graduated from the University of Wisconsin-Madison with a Bachelor’s of Science in Natural Science and Nutrition in pursuit of attending medical school. Unfortunate health events required her to change course, however, one thing that wouldn’t change is her passion to want to help others. Jennifer joined a wealth management firm in 2000. With additional education and years of mentoring from her business partner David York, she and her current stakeholders have successfully grown the wealth management firm that today has been come to be known as Cultivate Wealth.
Cultivate Wealth serves clients from many different backgrounds and with various financial needs. Jennifer’s areas of specialty include wealth accumulation and retirement planning for individuals, families, professionals, entrepreneurial business owners, women in transition, and family wealth transfer strategies.
In addition to her leadership role at Cultivate Wealth and relentless dedication to helping her clients cultivate a life of financial freedom, Jennifer is all about her family. She, along with her husband Chris, raise their two sons, William and Charlie, close to Jennifer’s family farm in rural Wisconsin. Jennifer aspires to live a happy and healthy lifestyle and enjoys spending time outdoors with her family and English Mastiff, Gizmo, playing catch with her boys, yoga, cooking, gardening, and reading inspiring books on personal development.
Getting to Know Jennifer
Favorite food: Chips and Salsa
Best piece of financial advice received: Never, never, never give up on what you really want.
Favorite quote: “Cultivate your craft. Water it daily, pour some tender loving care into it, and watch it grow. Remember that a plant doesn’t sprout immediately. Be patient, and know that in life you will reap what you sow.” J.B. McGee
What motivates you: My sons, William and Charlie
Bucket List: Jennifer wants to travel extensively with her husband and children to see the many beautiful sites around the globe and gain a better appreciation of life outside their own cozy home. On top of her list- an African Safari to see a wild elephant herd. Jennifer loves elephants!