Jennifer brings over 15 years of wealth management experience to the BakerAvenue NYC team, where she is committed to help clients make meaningful impact through their investments and legacy plans. Her areas of focus include financial planning, retirement planning, and investment strategies. She holds a B.S. in Finance from George Mason University where she graduated with magna cum laude honors. Additionally, she is a Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®), a designation which required completion of coursework through The Wharton School at the University of Pennsylvania. Most recently, she earned a Certificate in ESG Investing from the CFA Insti