Jennifer joined S&D Capital in 2023 and works out of our Oregon office. She graduated from Miami University in 2013 and brings years of financial services experience to the team. She currently holds her FINRA Series 7 & 63 licenses.
Jennifer enjoys helping clients to achieve their financial goals and focuses mainly on trading, portfolio rebalancing, and working with our Financial Planning software, Right Capital.
Jennifer currently lives in Oregon, OH with her husband Kyle and her two dogs, Cash and Gunner. In her free time, she enjoys spending time with her family, reading, cooking, and gardening.