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Biography As Director of Retirement Plan Services, Jennifer focuses on all aspects of qualified retirement plans for corporate clients. From plan implementation to ongoing monitoring, Jennifer works closely with plan sponsors offering efficient, full service administration to the employer. Offered quarterly, she meets with corporate trustees to review plan performance, administration issues, and ensure the plan is tracking the Investment Policy Statement and Fiduciary Checklist.Jennifer also conducts education and enrollment meetings to communicate the details of the plan, the benefits of participating, market history and current market updates; as well as assist participants with their investment selections.Participants will also have the option of meeting with Jennifer individually to obtain financial planning assistance, including asset allocation recommendations and risk control advice, retirement planning, college planning and more.Jennifer holds licenses to trade General Securities, act as an Investment Company and Variable Contract Products Representative, Investment Advisor Representative, a Life and Health Insurance agent and is a registered Futures Managed Funds Advisor. A graduate of Christopher Newport University, Jennifer earned a Bachelor of Science degree in Business Administration. She currently resides in York County with her husband, Mike and her two children. | 