Partner

Jennifer is a lifelong resident of Tampa, FL. Upon obtaining her degree in Finance, she began her career as a Property and Casualty Agent and eventually transitioned into Financial Services. Having quickly identified her keen eye for talent and was asked to become part of the leadership team at two different financial services firms. For the previous three years she worked as the Recruiting Director for the South Tampa Financial Group, and was instrumental in making that firm the 2013 New Agency of the Year for Guardian. Jennifer decided to leave South Tampa Financial, because she missed working directly with her clients and helping them achieve their risk management and financial goals. Jennifer decided to work with a family run agency because their values lined up with her own guiding principles.

Jennifer is a people person who prides herself on being a resource for individuals and professionals. She spends quality time with each of her clients to make sure that there unique needs are met, their goals are achieved, and no gaps in coverage exist. Jennifer is excited to partner with Insurance and Trust to help and grow the agency into the premier boutique firm in the Tampa area.

Jennifer is very active in National Association of Insurance and Financial Advisors –Tampa Chapter President 2015-2016, and currently sits on the State Board. She is also currently a board member for the Community Charter School for Excellence and member of the Board of Directors for the Children’s Cancer Center. In her spare time Jennifer loves to travel and spend time with her extensive family and friends who live in the Bay Area.