Education and Accreditation

Financial Paraplanner Qualified Professional ^SM

Biography

As a Client Advocate, Jennifer is often our clients’ first point of contact. Jennifer helps maintain communication with our clients by assisting with day-to-day transactions and reporting. With over 16 years of experience in customer service, finance, and office administration, Jennifer is well equipped to assist with any of our clients’ questions.

A native Floridian, Jennifer was raised in South Florida and currently lives in Fort Lauderdale. Outside of the office, she enjoys reading, traveling, photography, and anything having to do with the ocean – boating, snorkeling, or kayaking.

What do you love most about being at Socius?

I love the family atmosphere and team environment of our firm. Everyone works together to solve problems and deliver a white-glove experience to our clients.

What is the most gratifying part of your job at Socius?

I love knowing that the work we do makes our clients’ financial lives easier. Lack of financial security can be stressful, and it is motivating when our clients acknowledge the peace of mind they gain from organization and professional advice.

What’s the biggest challenge most people face when it comes to their wealth?

Maintaining a focus on the bigger picture. It can be easy to get caught up in smaller details. There are a lot of factors to consider in Family Office work.

At Socius, we focus on simplicity to help clients in working towards their overall financial goals without feeling overwhelmed.

What are your favorite TV shows?

There are too many to name – basically anything that makes me laugh or think. I could watch every episode of I Love Lucy, Friends, NCIS or Law & Order – SVU repeatedly.