General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
As Managing Director of the Trust Point Family Office, Jen partners with ultra-high-net worth individuals and families to define, develop, and execute comprehensive wealth strategies that align with their goals, values, and lifestyle. She works closely with legal advisors, accounting firms, and other financial professionals to ensure a coordinated and thoughtful approach to managing significant wealth. Jen is a Certified Financial Planner™ Professional who is passionate about identifying tailored financial solutions that help families preserve, grow, and transition assets across generations.
